Leigh Tarleton
Beaufort Financial Planning
Minimum savings/pensions: Over £250,000
Unavailable for contact through VouchedFor
Based in Saint-Helens
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have worked in financial services for 30 years after leaving university. My specialism is investment and retirement planning, particularly in conjunction with professional introducers. We have a wealth of experience within our team, which enables us to provide specialist advice on pension sharing on divorce and personal injury trusts. We also provide our clients with tax and accountancy services through our sister company Livesey Spottiswood Chartered Accountants, with whom we have worked with since 2005. The advisory team are supported by our Practice Manager, Vicky Bennett and our senior administrators Danielle Kitis and Maria Corless, who have developed strong relationships with many of our clients and are often the first port of call for any enquiries. Leigh is a Principle Partner of Beaufort Equity Partners LLP and Managing Director of Beaufort Planning (North West)Ltd.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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