Beaufort Wealth Management Ltd
4 Jephson Court
Tancred Close
Leamington Spa
CV31 3RZ
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.
(519014) The Tavistock Partnership Limited
By taking clients through our comprehensive financial planning process, we take time to understand their individual needs and objectives. By firstly understanding your circumstances, we can plan together for now and the future. We pride ourselves on the continuing service we provide to our clients. By reviewing circumstances and plans on a regular basis, we can help you achieve your aspirations and aims.
Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862
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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.