Chief Operating Officer
Clive was a founder of the Beaufort Group in 2012. As Chief Operating Officer, he oversees the delivery of business-critical projects to improve the overall operational efficiency of the business as well as the firm’s overall compliance strategy. He is currently focused on the delivery of a new integrated technology system which will transform the way the business, and its people, manage data.
Prior to Beaufort, Clive was an adviser at a prominent firm of financial advisers in Southampton having previously led and managed the research process within the company.
Clive brings a blend of technical expertise with a breadth of knowledge as a Chartered Financial Planner to his work, which has enabled him to build and embed a high quality advice processes across the Beaufort Group.
He is the second youngest individual to have been made a Fellow of the Personal Finance Society and is a past winner of the Insurance Institute of Reading’s Young Achiever Award.
He brings a competitive edge to rugby and hockey fields as well as at amateur saloon car racing events across the UK.
Address: Kingsgate, High Street, Redhill, RH1 1SH
Phone: 0345 241 5347
I had the pleasure of working with Clive for 18 months, visiting him to conduct external compliance audits. I found Clive and Beaufort not only very welcoming, but extremely professional and respectful people, who take pride in their work and hold their clients in the highest regard.- Donna MacBain, Director - Square 2 Consulting Limited
Clive is a dedicated individual committed to delivering excellent client outcomes through innovative business processes.- Steven Scott, Head of Quality Assurance - The Beaufort Group