Partnership Manager Richard has over 30 years experience in financial services. He specialises in the solicitors and accountants market and is dedicated to helping the Beaufort partners develop quality relationships with professional connections.
Senior Operations Manager Kerry is responsible for overseeing the operations team that support both Beaufort Financial and Beaufort Investment. Kerry has worked in the Financial Services since 1997 in various roles within Fidelity international.
Senior Compliance Specialist Niall is a Chartered Financial Planner and Fellow of the Personal Finance Society. He brings over 30 years of experience in Wealth Management and Compliance in the UK, Channel Islands and mainland Europe
Compliance and Paraplanning Assistant Jess has worked in Financial Services since 2015, where she started out as a Pensions Administrator. She then moved into Financial Planning, assisting in Client Services and Paraplanning.