Quality Control Specialist
Dave joined the Beaufort Group in 2018 as a Quality Control Specialist. He is responsible for reviewing the quality of advice provided, by the advisers in our network to the clients, to ensure that it is precise, suitable and meets their needs.
Prior to this, Dave worked for Lloyds Banking Group for 32 years where he worked on a structured products review, to assess the suitability of the advice and arrange for clients to be refunded if the advice was inappropriate. Whilst at the bank he built deep knowledge and skills working in Compliance and Monitoring across the Retail, Commercial, Wealth and International Wealth divisions.
Outside of work you may well see Dave working on his house while he finishes a number of building and renovation projects.
Address: Kingsgate, High Street, Redhill RH1 1SH
Phone: 01737 517100