Joe Rogers

Joe Rogers

Forrester Boyd Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Grimsby
View location

Top Rated 2025
Verified since: December, 2022

4.8 out of 5

107 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

    Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status

  • 34

    Recent Client Reviews

    Verified reviews: 100%

    Joe has received 34 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Joe has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Joe has not yet added their fees to their profile

  • 17

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Joe

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 17 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

    Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status

  • 34

    Recent Client Reviews

    Verified reviews: 100%

    Joe has received 34 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Joe has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Joe has not yet added their fees to their profile

  • 17

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Joe

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 17 first impressions)

Chartered Financial Planner I joined FB Wealth Management in 2007 as an administrator/ trainee paraplanner. In my early years, I would provide administrative support for the adviser team, which progressed to research and report writing thereafter. I qualified as an adviser in 2011 and continued taking my Advanced Diploma examinations which were required to achieve my Chartered Status. I enjoy working with individuals, whether they are growing their funds, drawing from their assets, running their own business and/ or looking to tie everything together in a financial plan for the long-term. I like spending time with my wife and two daughters, watching football and playing golf. I admit that I struggle to play golf to a decent standard, certainly whilst finding the time to play when bringing up our two young daughters, but I am determined to improve my game at some point.

Offers available through VouchedFor

Contact Joe through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Joe's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Joe

Are you a client of Joe? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.