Beaufort Financial Planning (Three Counties) Ltd
Unit 3
The Steadings Business Centre
Gloucester
Gloucestershire
GL2 8EY
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
We are proud to be a partner of the Beaufort Group. Established in 2012, the Beaufort Group of companies was created to address an increasing need for the provision of retail financial services advice and solutions.
Three Counties joined the Beaufort Group in July 2018 and was formed by Jason Bolton and Mark Davis each bringing many years of experience to the company.
Three Counties provide independent advice to clients predominantly in Gloucestershire, Herefordshire and Worcestershire however we currently advise clients from all over the United Kingdom.
All advice provided by Three Counties goes through a rigid pre-approval and quality control process by Beaufort Financial giving our clients the peace of mind that their financial planning is in a safe pair of hands with good client outcomes as a priority.
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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.