Growth in Advisers yet less Firms Operating

Growth in Advisers yet less Firms Operating

According to Pimfa, Personal Investment Management & Financial Advice Association, the number of financial advisers is increasing slightly whereas the number of advice firms has fallen, meaning there are more advisers in each firm.  At Beaufort Wealth Management we have been fortunate to work with a couple of retiring advisers to help them have a well thought through and managed plan in place to provide continuity for their clients.

shadow

About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

Latest News

Get in Touch

Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

Content