Ready, and on your side to help you with the most important future decisions you may ever makeLearn More
We are an experienced independent financial advisory firm, who specialise in advising business professionals and their families on a range of advice. We have extensive experience advising healthcare professionals through our connections in the dental and medical industries. Our expertise can ensure that you meet your financial objectives throughout your working life and in to retirement.
You can rest assured that you will be given the care and attention to make your financial planning experience as informative and constructive as possible.
FTA Financial & Wealth Management Limited is an appointed representative of Beaufort Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales FCA Number 764631. Registered in England and Wales, Registration No.10448788.
Remember, the value of units can fall as well as rise, and you may not get back all of your original investment.
*Tax planning advice and will writing are not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate some forms of Tax, Offshore Investments, Legal advice, Wills and Trusts. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk