Felix is a Founding Partner of Beaufort Equity Partners LLP and also a partner at Beaufort Financial in Westerham.
Felix offers holistic financial planning, covering investments, retirement, as well as business and personal wealth protection. He also provides his clients with a will and family trusts writing service.
Felix prides himself on providing a personal and meticulous approach to finding the right solution for individuals and businesses alike. He does this by utilising his broad technical knowledge, and long experience to provide straight forward understandable advice, delivered in a helpful and timely manner.
Away from the office
Felix has lived in the East Grinstead area for the last 42 years. He was educated locally in Horsham & Forest Row and has been married to Felicity for 30 years, with three children.
He is a life-long member of East Grinstead Hockey Club and still enjoys playing. He would love to improve his golf and enjoys gardening.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Felix’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 Felix’s SPS on request.
Skiing, mountains and snow
A hole in one
Spam emails and cold callers
Road hogs and tailgaters