Top 100 Financial Advisers

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Beaufort Financial Planning Ltd

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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86
Gross sales of retail investments and pensions over H2 2017 and H1 2018310,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 2017240,000,000
Net sales of retail investments and pensions over H2 2017 and H1 201875,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201781,000,000
Assets under management invested in retail investment funds 2018430,000,000
Assets under management invested in retail investment funds 2017330,000,000
Number of CF30s28
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded2012