Beaufort Financial appoints new head of advice

At the national adviser business Mason will be responsible for developing the firm's advice process and ensuring procedures meet regulatory expectations. He has joined the firm from Retirement Line after also spending time at Age Partnership Wealth Management and Prudential Financial Planning.

Humphreys has left the firm to retire after 35 years in the industry.

Mason said: "Beaufort Financial has a strong reputation for building genuine partnerships with advisers who want to do right by their clients - something I am very keen to be a part of.

"Demand for trusted financial advice has never been greater, so this is a fantastic time to be joining the business. Niall has built a great proposition for Beaufort Financial clients during his time here and I look forward to taking on his mantle and playing my part in its continued development, working with the team to help more people meet their financial goals."

Beaufort CEO Derrick Dunne added: "Over the years we have worked hard to develop a top-of-the-range financial planning proposition where client interests truly sit at the core. In Luke we have found the perfect person to help us build on this and work with our advisers on developing new ways to enhance our service.

"The wealth of new experience and knowhow he brings will be invaluable as we look to further expand our service. We are very pleased to have him on board."

• Tweet  
• Facebook  
• LinkedIn  
• Send to  

• Topics
• Your profession