Felix Cole Dip PFS of Beaufort Financial Planning is an Independent Financial Adviser.
Felix has lived and worked in the East Grinstead area for the last 42 yrs. 14 years in Industry & Retail, 11 years in Finance and now 9 years as a Financial Adviser. Although it is not yet a FCA or CII requirement he is currently working towards becoming a Chartered Financial Planner.
Offering a range of holistic financial planning needs covering investments and retirement needs allayed to both business and personal protection. Specialising in bespoke investment solutions including the Equip investment process and also providing clients with a Will writing service & Family Trusts.
Providing a personal approach to finding the right solution for individuals and businesses alike. Utilising his broad technical knowledge and long experience to provide straight forward understandable advice, delivered in a helpful and timely manner.
The most important thing that we do is to understand your intentions for the future so that we can appropriately manage your resources and help you adjust to change and where possible maximise on any opportunities. After all, we aim to work with you for as long as we can, often through retirement and on as far as helping the next generation with any legacy you may leave.
Beaufort Financial Planning Llp, The Cart Shed, Squerryes Estate, Squerryes, Westerham, RH10 1AW
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