Beaufort Financial (Worcester)

28th August 2018

Beaufort Financial, the national partnership of independent financial advisers, part of the Beaufort Group, has a new presence in Worcestershire. Robert Burns, who has 30 years experience working in a financial environment including 14 years based in Spain, has joined the partnership and set up a new firm, Beaufort Financial (Worcester).

Commenting on the establishment of the new firm, Robert Burns said:

“I decided to come back to the UK and set up my own financial planning business. My approach is all about lifestyle financial planning and I want to help my clients achieve their personal and professional goals.

“Before becoming an adviser, I trained as an accountant and have a ten to fifteen year plan to grow the business with the support of Beaufort Financial.

“I opted to join the partnership because of its friendly and flexible, family-like approach. I wish to be independent and offer whole of market solutions and the support I will receive from new business lead generational to marketing and in due course paraplanning and compliance from Beaufort is very compelling.”

Beaufort Group’s Executive Chairman, Simon Goldthorpe added:

“In addition to welcoming established firms to our partnership, we are also keen to help start ups and provide all the infrastructure and support that someone like Robert, an experienced adviser seeking a fresh challenge, needs. We foresee a long-term partnership with Robert and look forward to helping him grow his business.

“We are half-way to establishing 25 centres of excellence throughout the country and we have plans to welcome another four or five firms to the Group this year.”