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Working at Beaufort Financial Planning (Fareham)

What we do

We care for and look after our clients, they often become our friends.  We always have our clients in mind in everything we do to ensure they have the best experience in working with us.  We provide them with Clarity, Understanding and Confidence as to their financial circumstances.

Having been a Financial Adviser for 27 years, Jon Creasey, the owner and director of the Fareham branch has built a strong, process driven and successful practice.  We love our work family, they are as important to us as our clients.  We want to build a bigger work family yet keep our family values ensuring that each of us is doing work we love, so that we do it better.  We work hard, we play hard and we strive for efficiency to enable us all to have a great work life balance. 

 

What you'll get

  • Career progressionWe are growing and our people can grow and progress too, if they want.
  • Company cultureWe're a big happy family, we enjoy working together.
  • Learning & developmentWe financially support our people taking industry exams.
  • Social eventsFriday drinks, Escape Rooms, Faulty Tower themed evening.......
  • Work environment & equipmentTidy, modern, open plan office with two large screens per person.