Beau Longman

Financial Planning Consultant

Beau joined Cavendish Brooke in March 2022, having previously worked and started his career in the Financial Planning Industry at St. James’s Place in August 2020. As a Financial Adviser at Cavendish Brooke, Beau enjoys working with clients to understand what is important to them and designing solutions to help them attain their goals. He provides clients with a holistic overview of their financial position to make sure they have adequate protection, appropriate tax-efficient investments, plans in place for retirement and an eye on inheritance tax and estate planning.

Having attained the Investment Advice Diploma, Beau has since gone on to achieve the Level 6 Certificate in Advanced Financial Planning and is one step away from the CISI’s Certified Financial Planner designation (highest professional standard in the Financial Planning Industry). We are excited to see his career develop and very happy to have him as part of our team.

When Beau is not at work, he enjoys paddle boarding, the occasional round of golf (weather permitting) and dreams of one day swimming the English Channel. 

Contact:
020 3750 9472
Email Beau