Brian Davies
IFA Principal Partner at Beaufort Financial (Westerham)- Claim this Profile
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Bio
Sue Tappenden
Brian is my Financial Advisor and he advises a number of my family members. He may well be looking after other people I know as I recommend him to everyone because of the way he works and because I absolutely trust him! Brian knows his stuff and is able to patiently and clearly explain it to those of us for whom pensions and investments is a necessity rather than a joy. Would thoroughly recommend Brian to anyone in need of financial advice and support.
Richard Palmer
I have used Brian a number of times both for personal financial advice and for a stakeholders pension scheme for my last business. Having recently moved to a new company, I asked Brain to come in and put together a company benefits scheme, conscious of the looming pension legalities coming in over the next few years. I was thoroughly impressed with Brian's detailed knowledge of the financial market, and he gave impartial honest advice that made it clear where our responsibilities lay, and where we can offer additional value to the staff. I would not hesitate to recommend Brian for either corporate or personal financial advice. He is genuinely brilliant and highly personable.
Sue Tappenden
Brian is my Financial Advisor and he advises a number of my family members. He may well be looking after other people I know as I recommend him to everyone because of the way he works and because I absolutely trust him! Brian knows his stuff and is able to patiently and clearly explain it to those of us for whom pensions and investments is a necessity rather than a joy. Would thoroughly recommend Brian to anyone in need of financial advice and support.
Richard Palmer
I have used Brian a number of times both for personal financial advice and for a stakeholders pension scheme for my last business. Having recently moved to a new company, I asked Brain to come in and put together a company benefits scheme, conscious of the looming pension legalities coming in over the next few years. I was thoroughly impressed with Brian's detailed knowledge of the financial market, and he gave impartial honest advice that made it clear where our responsibilities lay, and where we can offer additional value to the staff. I would not hesitate to recommend Brian for either corporate or personal financial advice. He is genuinely brilliant and highly personable.
Sue Tappenden
Brian is my Financial Advisor and he advises a number of my family members. He may well be looking after other people I know as I recommend him to everyone because of the way he works and because I absolutely trust him! Brian knows his stuff and is able to patiently and clearly explain it to those of us for whom pensions and investments is a necessity rather than a joy. Would thoroughly recommend Brian to anyone in need of financial advice and support.
Richard Palmer
I have used Brian a number of times both for personal financial advice and for a stakeholders pension scheme for my last business. Having recently moved to a new company, I asked Brain to come in and put together a company benefits scheme, conscious of the looming pension legalities coming in over the next few years. I was thoroughly impressed with Brian's detailed knowledge of the financial market, and he gave impartial honest advice that made it clear where our responsibilities lay, and where we can offer additional value to the staff. I would not hesitate to recommend Brian for either corporate or personal financial advice. He is genuinely brilliant and highly personable.
Sue Tappenden
Brian is my Financial Advisor and he advises a number of my family members. He may well be looking after other people I know as I recommend him to everyone because of the way he works and because I absolutely trust him! Brian knows his stuff and is able to patiently and clearly explain it to those of us for whom pensions and investments is a necessity rather than a joy. Would thoroughly recommend Brian to anyone in need of financial advice and support.
Richard Palmer
I have used Brian a number of times both for personal financial advice and for a stakeholders pension scheme for my last business. Having recently moved to a new company, I asked Brain to come in and put together a company benefits scheme, conscious of the looming pension legalities coming in over the next few years. I was thoroughly impressed with Brian's detailed knowledge of the financial market, and he gave impartial honest advice that made it clear where our responsibilities lay, and where we can offer additional value to the staff. I would not hesitate to recommend Brian for either corporate or personal financial advice. He is genuinely brilliant and highly personable.
Experience
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Beaufort Financial (Westerham)
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United Kingdom
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Financial Services
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1 - 100 Employee
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IFA Principal Partner
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2000 - Present
IFA since leaving Prudential in 2000. Originally Millfield Partnership but now called Beaufort Financial Planning (Westerham) Ltd IFA since leaving Prudential in 2000. Originally Millfield Partnership but now called Beaufort Financial Planning (Westerham) Ltd
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Prudential
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Financial Services
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1 - 100 Employee
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Financial Consultant
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1990 - 2000
Senior Financial Consultant Senior Financial Consultant
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Education
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St Andrews