Beaufort Financial Planning (North West) Limited
17 George Street
St. Helens
Merseyside
WA10 1DB
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
Our entire team is dedicated to helping you meet your financial objectives. That starts by identifying what you want to achieve, putting together a plan and then implementing it.
Financial planners, on their own, cannot possibly do all that whilst delivering a great service level. That’s why Leigh, Carl and Lynda are supported by Rachel, Maria and Danielle.
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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.