Derrick Dunne, chief executive of Beaufort Investment, has been appointed to a second CEO role at financial planning business Beaufort Financial.
Dunne was appointed chief executive of Beaufort Investment in May 2018, replacing Stewart Murray who left after in June 2017 after just two months. Dunne has since been appointed as chief executive of the firm's sister business Beaufort Financial this month which provides financial services to a partnership of advice firms and financial planning for consumers. Beaufort Financial forms new IFA with paralegal firm These service are based around providing the advice process, compliance and risk management, quality control and paraplanning, platform management, training & competency a...
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