Lincolnshire and Humber independent financial advisers FB Wealth Management are delighted to welcome Phil Jones to join their High Net Worth team.
Having worked in the financial services industry for over 27 years, Phil brings extensive expertise of dealing with high value wealth portfolios. He joins FB Wealth Management from NatWest Private Clients.
FB Wealth Management provide clients with extensive financial advice including pensions, wealth preservation, trust and estate planning, ISAs, collectives and all investment tax wrappers.
FB Wealth Management work closely with the partners of Forrester Boyd to ensure that clients can benefit from a joined up approach to their financial matters, complementing the tax planning work they undertake.
Commenting on his appointment, Phil said, “I am delighted to join FB Wealth Management and look forward to being able to continue to offer my expertise to High Net Worth private clients and further build my portfolio in the region.”
Phil specialises in investment and wealth management, retirement, trust and estate planning. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and also a Chartered Financial Planner with the Chartered Insurance Institute.
Neil Boulton, Director of FB Wealth stated, “As a Chartered Fellow, Phil brings with him notable expertise in dealing with high value clients and their estates. He will be a great addition to the team and to our growing client base.”
Outside of work Phil enjoys spending time with his wife and two young children, following rugby union and cricket, playing golf and taking family skiing holidays in the Alps.