Beaufort Financial adds two AR firms

In Scotland and Wales

Sophie King
clock • 1 min read

National advice business Beaufort Financial has added two appointed representatives as part of its ongoing expansion.

Falkirk-based Forth Valley and Pembrokeshire-based Beaufort Financial Pembs will receive marketing, compliance and administrative support from Beaufort. Forth Valley was launched in 2002 as Harley Financial Services by founder Douglas Harley. Beaufort Financial Pembs was established in July this year by the consolidator, and will be run by IFAs Alex Thomas and Tyenne Morgan. Commenting on the appointment, Thomas said: "By working with Beaufort Financial, we have all the infrastructure and assistance needed to get our business off the ground, freeing us up to focus on what's important ...

To continue reading this article...

Join Professional Adviser for free

  • 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 Companies

Natwest and Evelyn Partners £2.7bn deal completes

Natwest and Evelyn Partners £2.7bn deal completes

Combined business to have £127bn in AUMA

Isabel Baxter
clock 01 July 2026 • 2 min read
Tenet Group administration extended for another year

Tenet Group administration extended for another year

Failed advice network entered administration in June 2024

Isabel Baxter
clock 30 June 2026 • 2 min read
CACEIS agrees to voluntary £31.7m payment as firm censured by FCA over WealthTek

CACEIS agrees to voluntary £31.7m payment as firm censured by FCA over WealthTek

Formerly Vertus Asset Management

Patrick Brusnahan
clock 25 June 2026 • 2 min read