Company

Finli (Westerham)

Financial Services Estate, United Kingdom 6 employees

Employees: 6
Contacts: 2
Emails: 2

www.beaufortfinancial.co.uk LinkedIn

Finli (Westerham) Overview

Headquarters: Estate, United Kingdom
Website: www.beaufortfinancial.co.uk
Industry: Financial Services
Employees: 6
Founded: 2009
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Portfolio Management Discretionary Fund Management Inheritance Tax & Estate Planning Taxation Planning Pensions Mortgages Equity Release Employee Benefits Insurance & Protection Cash Flow Planning

About Finli (Westerham)

At Finli, we aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity. Based in Westerham, our approach to financial planning and advice ensures that you can trust us to listen attentively until we completely understand what you want your money to accomplish.

Finli (Westerham) Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Finli (Westerham) Org Chart

Sample employees and titles

Name	Title	Location	Contact
Gerard O'donoghue Dippfs	Bespoke Financial Planning ★ Investment	London, England, United Kingdom	Email
Mike Fryer Apfs	Chartered Financial Planner at Beaufort		View
Iain Whitechurch	Retired Chartered Financial Planner	Biggin Hill, England, United Kingdom	View
Brian Davies	Principal Partner at Beaufort Financial	Westerham, England, United Kingdom	Email

Employees by Management Level

Individual contributor 3 profiles

Senior / Lead 1 profile

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