Financial advisers at local wealth management firm receive prestigious accolade

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The team at Forrester Boyd Wealth Management are celebrating two of their financial advisers having become Fellows of the Personal Finance Society.

Dale Regan and Tom Evans are based both at the offices in Grimsby and Scunthorpe, and have both become Fellows of the Personal Finance Society.

Dale Regan, based at the firms Grimsby office, has worked for Forrester Boyd Wealth Management for three years, having spent over 20 years in the financial services industry.

Dale said: “This is the premier qualification in financial services, one not obtained by many advisers.

“It recognizes that a client is dealing with an adviser who has a high level of technical ability.”

“It has enabled me to have a better understanding of financial services and products.

“I enjoy learning and this will continue to benefit me every day.”

Tom Evans, based at the Scunthorpe office has been with the firm seven years but has been in the financial services industry over 10 years.

Speaking of his achievement Tom said: “I am delighted with becoming a fellow.

“It gives me a great sense of personal achievement and satisfaction knowing that the hard work required to get here has been worth it.”

“Continually improving my knowledge so I can offer my clients the best advice has always been my priority. I believe becoming a Fellow clearly demonstrates this.”