Beaufort Group, the national partnership of independent financial planners, announces the formation of a new Appointed Representative firm, Beaufort Financial (Swindon) Ltd.
The new firm, led by Statehouse Group principal Nick Cowen, will operate from its current office in Hook, near Royal Wootton Bassett, Wiltshire. Nick has an existing team of ten personnel helping him support an established client base of private and corporate clients. The Statehouse Group has in excess of £150 million AUM and over 3,000 clients.
Commenting on the news, Mr. Cowen said:
“We have been working closely with Beaufort Group for some time and have made use of its outsourced admin, compliance, marketing and other services including its DFM, Beaufort Investment Management.
“We have big ambitions for our business, and having considered a number of options, we decided to take a stake in Beaufort Group and establish a hub in the Swindon area. We were impressed by its services and its brand. Furthermore, we believe in what the Group stands for and wants to achieve for both its partners and their clients.
“With Beaufort, we’ll have all the support we need to concentrate on what we do best; delivering a high standard of service to our clients. We’re looking forward to undertaking our journey and grow with Beaufort over the coming years.”
Beaufort’s Executive Chairman, Simon Goldthorpe added:
“We are delighted that Nick and his team have joined us; we’ve worked with him for a while and his firm is just the type that we want to partner with – ambitious and growing. We look forward to helping him and his colleagues expand their client proposition to grow the business in partnership with Beaufort Group.”