Iain has worked in financial services for over 30 years. Becoming a founding partner in Beaufort Financial (Westerham) has allowed him to continue to offer expert advice to a range of clients, whilst benefiting from working closely with his fellow Partners.
Iain is passionate about providing independent, ethical and impartial advice. The majority of his clients have been referred to him through personal recommendation and in a number of cases he provides advice to three different generations of the same family.
He takes a holistic approach to advising all of his clients and his areas of expertise include investment, retirement, estate planning and equity release.
Iain has continued to invest in his own personal development and training and is a Chartered Financial Planner in addition to holding the Advanced Diploma in Financial Planning (APFS).
Away from the office
Away from the office Iain indulges in his passion for music, playing keyboard in a local band. He enjoys a busy family life with his four children and when time permits he likes to escape for a few days scuba diving or hill walking.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Iain’s entry on the FCA Register by clicking 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 Iain’s SPS on request.
