Beau Longman Email & Phone Number

I work as a Financial Adviser at Cavendish Brooke who are part of the Openwork Partnership, one of the largest Financial Adviser firms operating in the UK.I help clients create a financial plan for the future so that they can achieve their goals, needs and objectives.By working closely with each of them, I build long-term relationships and regularly review their financial position to ensure any changes in their circumstances or the wider financial landscape are taken into account so that their plan continues to remain fit for purpose. With advanced financial planning tools, tax-efficient solutions and specialities in a wide range of areas, I am able to provide holistic advice to help my clients get to where they want to be and instil peace of mind regarding their finances. Areas of expertise:- Bespoke financial planning- Personal and business protection- Tax-efficient saving and investment planning- Retirement planning - Offshore investment planning and trusts- Inheritance tax planningPlease do not hesitate to contact me to see how I can help:Email - Beau@cavendishbrooke.co.uk Office - 02074290344Website - www.cavendishbrooke.co.ukDisclaimer:Cavendish Brooke Financial Management is a trading name of Cavendish Brooke Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.*The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested**HM Revenue and customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.*