FB Wealth Management

Independent Financial Adviser  Forrester Boyd, East Riding of Yorkshire, Beverley, HU17 0RT
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FCA authorised
Last authorised 21st June 2021
The largest and leading provider of Independent Financial Advice in the Humber & Lincolnshire region offering friendly, expert advice
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Joe Rogers APFS
MR Gavin Smart
MR Howard Pykett
MR Keith Pearson
MR Thomas Evans
MR Nigel Crowson
MR Joe Rogers
MR Alex Munn
MR Ian Simpson
MR Phil Jones Chartered FCSI, APFS
Chartered Financial Planner
Mr Tom Saleh
Independent Financial Adviser
About us

A modern and innovative firm of Independent Financial Advisers/Wealth Managers established since 1988 and owned by the region’s largest firm of Chartered Accountants, who have been in business since 1935.
9 fully qualified and authorised advisers whose collective knowledge and expertise cover all aspects of personal and corporate financial planning including being authorised to provide advice on DB (final salary) scheme pension transfers. Our advice is unbiased and unrestricted, delivered through a choice of different client service levels to fully meet your needs.
Initial meetings are held on a no obligation, no fee basis. Financial and taxation advice available.

Our services

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Forrester Boyd, Kingfisher Court, Plaxton Bridge Road, Woodmansey, East Riding of Yorkshire, Beverley, HU17 0RT

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