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

David James CEO on 'filling the gap' between one-man IFAs and consolidators

David James CEO on 'filling the gap' between one-man IFAs and consolidators

‘We’re not trying to be the biggest wealth manager’

Isabel Baxter
clock 04 September 2026 • 5 min read
Nucleus posts £61.5m profit in 2025

Nucleus posts £61.5m profit in 2025

Revenue rose 3.5% to £225m

Isabel Baxter
clock 04 September 2026 • 2 min read
Lync Wealth Management acquires two Belfast advice firms

Lync Wealth Management acquires two Belfast advice firms

Carleton Financial Planning and RJ Savage Asset Management

Isabel Baxter
clock 03 September 2026 • 2 min read