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 ...

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