Beaufort Financial forms new IFA with paralegal firm

WLS is a joint venture between Beaufort Financial and Wills and Legal Services - previously a national paralegal firm based in Malvern, Gloucestershire that specialises in will writing, trusts and setting up powers of attorney. WLS said it planned to recruit a team of financial advisers to work alongside its 25 existing paralegals, who deal with 120,000 private clients in England and Wales. Jason Lloyd, who has previously worked at Stirling House and Blackfinch Investments, has been appointed to head up the business. Lloyd said: "Rather than outsource financial planning to third parti...