Niki joined Beaufort Financial in 2023 as a Technical Administrator and is responsible for the technical research and paraplanning.

Niki started her journey in financial services 5 years ago as a Customer Service Adviser at Quilter (formerly Old Mutual Wealth). She then progressed within Quilter as a Sales Support Consultant and just before joining Beaufort Financial, was a Wealth Sales Consultant. She was responsible for supporting a panel of independent financial advisers with her technical knowledge, particularly around inheritance planning, retirement planning and investment management.

She is Level 4 qualified and aims to be Level 6 qualified in the next few years.


Good food

Learning new things


Board games

Helping people


Laughing until my stomach hurts



Ignorant people


Bad drivers

Getting dirty