Beaufort Financial Plus Ltd
Ransom Hall
Ransom Wood Business Park
Mansfield
Nottinghamshire
NG21 0HJ
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(583233) Beaufort Financial Planning Ltd
The art and science of financial planning:
By applying a blend of art and science to our approach to financial planning, we'll plan for your future by identifying aspirations, creating confidence and achieving objectives.
We do so keeping everything as simple as possible, life is complicated enough without us adding to it.
Although General Practitioners we specialise in four key areas: Retirement and Pension Advice, Investment Advice, Later LIfe Planning and Divorce.
We work with private clients, businesses, charities and trusts. To ensure clients get the best possible outcomes we work collaboratively with other professionals, particularly solicitors and accountants.
Our accolades include being members of the Pension Transfer Gold Standard, Chartered Financial Planner status, Resolution membership, Pension Transfer, Equiy Release and Long Term (later life) qualifications
Investment & Retirement Solutions Ltd
authorised and regulated by the Financial Conduct Authority
Head Office: Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ
Administration Centre: PO Box 899, Sowerby Bridge, West Yorkshire, HX1 9UU
Registered Office: First floor, 13 Everard Road, Rhos on Sea, Conwy, LL28 4EY
Registered in England & Wales, registration number 6884783
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.