IP
Iain Parkhouse
Independent Financial Adviser at Beaufort Financial (Westerham)
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Work Experience
Independent Financial Adviser
Jan 2013 - Present · 12 years
Opal Benefits
Independent Financial Adviser
Aug 2012 - Dec 2012 · 4 months
Honister Partners
Independent Financial Adviser
Jan 2008 - Aug 2012 · 4 years and 7 months
Company Details
"Beaufort Financial is a leading independent advisory firm providing bespoke financial services and advice to help you achieve your financial goals. You’ve worked hard for your money and you deserve to feel fulfilled and secure about your future. Understanding where you are financially will help you plan where you want to be tomorrow. And that’s what we do best. We give expert advice and guidance to help you plan your future with confidence, protecting everything that’s important to you. This might be by safeguarding your assets, reducing the amount of tax you pay or boosting your income to facilitate your life. Don’t let life pass you by. We will show you how to ensure and maintain your lifestyle in the future. Whatever stage of life you’re at, call us on 01959 581020 or email westerham@beaufortfinancial.co.uk to ask us how we can help."
Year Founded
2009
Social Media
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Industry
Financial Services
HQ Location
Unit 3, The Granary Squerryes Estate Westerham, Kent TN16 1SL, GB
Keywords
Portfolio ManagementDiscretionary Fund ManagementInheritance Tax & Estate PlanningTaxation PlanningPensionsMortgagesEquity ReleaseEmployee BenefitsInsurance & Protectionand Cash Flow Planning
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