Ashley joined the Beaufort Asset Management team in August 2016, having previously worked for a Wealth Management firm in Dubai. He specialises in helping individuals, families and business owners plan for their future by creating bespoke financial plans that protect their position and achieve their goals. He holds the Investment Advice Diploma and the Certificate in Pension Transfers and Planning Advice.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Ashley’s entry on the FCA Register here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Ashley’s SPS on request.
