Beau Longman

CFP™ and Chartered Wealth Manager

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.

Beau has gone on to achieve the CISI’s Diploma in Advanced Financial Planning, which is the highest-level financial planning professional qualification in the UK. As a result of this, he has been awarded the designations of Certified Financial Planner and Chartered Wealth Manager signifying his commitment to professional development in order to deliver the highest quality advice to his clients. We are excited to see his career develop, and we are 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