Benny Liu - Chartered Financial Planner

Benny Liu - Chartered Financial Planner

After graduating with a First-Class Honours in Finance and Investments, Benny joined Ascot Lloyd, the national financial advice firm, as a Graduate Trainee, where he trained as a Paraplanner. He then joined Beaufort in 2015 where he became a Senior Paraplanner, working alongside the Beaufort Financial Planners in tackling complex financial planning issues. He would move on to becoming a Chartered Financial Planner himself.

Benny is qualified to level 6 and is a Chartered Associate of The London Institute of Banking and Finance, representing the pinnacle of knowledge within the Financial Services industry. Benny enjoys using his expertise to help his clients through the complexities of pensions, investments and taxation.

In his free time, Benny enjoys spending time with his friends and is a keen rock climber and skier.

 

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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.

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

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