Beaufort Financial forms new IFA with paralegal firm

Based in Malvern, Gloucestershire

Hannah Godfrey
clock
"Partnering with an ambitious paralegal firm makes a great deal of sense to our group" - Beaufort's Simon Goldthorpe
Image:

"Partnering with an ambitious paralegal firm makes a great deal of sense to our group" - Beaufort's Simon Goldthorpe

Financial planning network Beaufort Financial has a new appointed representative advice business in the shape of a partnership with a legal 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...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Figures published in April1 showed the continued popularity of sustainable funds, with £1.8 billion pouring in, according to M&G

Third of UK investors turn to advisers for ESG support - M&G

'Lack of knowledge'

clock 25 May 2022 • 2 min read
The firm agreed to a cease-and-desist order and a censure

SEC fines BNY Mellon Investment Adviser $1.5m for greenwashing

ESG reviews not performed

Lauren Mason
clock 24 May 2022 • 1 min read
Dealing with private equity 'like getting into bed with a gorilla'

Dealing with private equity 'like getting into bed with a gorilla'

Advice firm CEOs discuss key topics

Tom Ellis
clock 23 May 2022 • 1 min read