Iain Parkhouse
Independent Financial Adviser at Beaufort Financial (Westerham)- Claim this Profile
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Bio
Paul Smith Insurance Broker and Advisor
We've used Iain on a number of occasions and found him to have a very similar approach, style and high level of integrity that our clients expect from us. He knows his products and is an excellent communicator at all levels. I and Fenchurch would highly recommend Iain Parkhouse to our clientele. Paul Smith - Managing Director - Fenchurch Private Clients Ltd
Steve Broom
I knew Iain through local business networks and asked for his assistance with my pensions. He has done a fantastic job in getting them combined in to a new pension plan where I get a lot of detailed advice and more control over my financial future.
Paul Smith Insurance Broker and Advisor
We've used Iain on a number of occasions and found him to have a very similar approach, style and high level of integrity that our clients expect from us. He knows his products and is an excellent communicator at all levels. I and Fenchurch would highly recommend Iain Parkhouse to our clientele. Paul Smith - Managing Director - Fenchurch Private Clients Ltd
Steve Broom
I knew Iain through local business networks and asked for his assistance with my pensions. He has done a fantastic job in getting them combined in to a new pension plan where I get a lot of detailed advice and more control over my financial future.
Paul Smith Insurance Broker and Advisor
We've used Iain on a number of occasions and found him to have a very similar approach, style and high level of integrity that our clients expect from us. He knows his products and is an excellent communicator at all levels. I and Fenchurch would highly recommend Iain Parkhouse to our clientele. Paul Smith - Managing Director - Fenchurch Private Clients Ltd
Steve Broom
I knew Iain through local business networks and asked for his assistance with my pensions. He has done a fantastic job in getting them combined in to a new pension plan where I get a lot of detailed advice and more control over my financial future.
Paul Smith Insurance Broker and Advisor
We've used Iain on a number of occasions and found him to have a very similar approach, style and high level of integrity that our clients expect from us. He knows his products and is an excellent communicator at all levels. I and Fenchurch would highly recommend Iain Parkhouse to our clientele. Paul Smith - Managing Director - Fenchurch Private Clients Ltd
Steve Broom
I knew Iain through local business networks and asked for his assistance with my pensions. He has done a fantastic job in getting them combined in to a new pension plan where I get a lot of detailed advice and more control over my financial future.
Credentials
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DipPFS
Financial Conduct Authority
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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Independent Financial Adviser
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Jan 2013 - Present
Specialising in creating wealth and security through active management of funds (both for retirement and beyond) while providing business owners with succession planning advice. All of this comes with a service standard that sets us apart from other advice firms. Specialising in creating wealth and security through active management of funds (both for retirement and beyond) while providing business owners with succession planning advice. All of this comes with a service standard that sets us apart from other advice firms.
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Independent Financial Adviser
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Aug 2012 - Dec 2012
In the ever increasingly complicated world of Financial Advice, Iain seeks to provide clear recommendations for his clients. Whether it's protecting your income against illness, planning for retirement both before and after, or seeking the most tax efficient way of saving money, Iain provides truly independent advice from his 23 years experience in the industry In the ever increasingly complicated world of Financial Advice, Iain seeks to provide clear recommendations for his clients. Whether it's protecting your income against illness, planning for retirement both before and after, or seeking the most tax efficient way of saving money, Iain provides truly independent advice from his 23 years experience in the industry
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Independent Financial Adviser
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Jan 2008 - Aug 2012
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Millfield Partnership
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Financial Services
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IFA
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2001 - 2007
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Sun Life Financial
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Canada
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Investment Banking
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Senior Sales Consultant
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May 1989 - Dec 2000
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Musician
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Jan 1980 - May 1989
Euphonium player Euphonium player
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Education
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1976 - 1980
Chelmer Valley High School
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1973 - 1976
Sutton Grammer School
Community
