Lincolnshire and Humber independent financial advisers FB Wealth Management Limited have appointed Neil Boulton as Sales Operations Director.
Neil joined FB Wealth Management Limited in 2015 as Wealth Advisory Manager, with 38 years’ experience in the industry. Previously, he held a variety of senior positions within major financial institutions.
Since joining the firm, he has been part of the Senior Management team running the business on a day to day basis and has worked closely with the advisers as the training and competence supervisor for the company.
The FB Wealth Management team covers all aspects of advice including pensions, wealth preservation, trust and estate planning, ISAs, collectives and all investment tax wrappers.
They work closely with the partners of Forrester Boyd to ensure that the plans put in place complement the tax planning work they undertake. They have also extended their services to work with other clients and fellow professionals throughout the region.
Neil Boulton said: “Forrester Boyd has a strong pedigree in the Lincolnshire and Humber region. I am delighted to be given this opportunity and look forward to helping us deliver the same high level of service that clients expect from Forrester Boyd.”