Beaufort Financial opens Liverpool office

As part of the deal, some 140 private and corporate clients will transfer to the new office, which has around £50m of assets under management (AUM). Beaufort said the new firm, which is based in St Paul's Square, also has plans to appoint two more advisers. The new team will be led by Edward Cullen and Steve Lavelle, who have some 55 years' experience between them. Cullen most recently ran his own IFA firm where he worked with Lavelle. Cullen said: "We aim to offer a comprehensive range of financial planning services and to advise existing and future clients through four distinct phas...