How We Work

The process is straight-forward and there are just seven steps towards helping you reach your financial goals.

Step One – Understand your requirements
We recognise the importance of listening and take time to fully understand your needs and what you hope to achieve. This initial consultation is free of charge and usually takes about an hour.

Step Two – Confirm our assessment
We then follow-up with a letter of engagement, detailing the points discussed, together with the associated costs moving forward, our terms of business and any agreed actions.

Step Three – Evaluate your situation
If you’re happy to proceed, the next step is to fully assess your current financial position, which may include looking at assets, liabilities, cash flow, insurance, investments, pensions and tax.

Step Four – Develop your plan
As independent advisers, we are able to scrutinise the whole market for products and our advice is purely based on what is right for you to meet your personal goals. After thoroughly researching and analysing all relevant options, we then put together an advisory report outlining our findings.

Step Five – Present our recommendations
We present a range of alternatives and talk you through the pros and cons of each, guiding you to make a decision that you are completely comfortable with. The aim is to help you fully understand the options and feel happy with your final choice.

Step Six – Implement your plan
As soon as you are ready, we activate the plan for you, co-ordinating with the various product suppliers and putting everything into place.

Step Seven – Monitor your plan
Once your plan is up and running, its performance is regularly monitored with any significant variations being reported back to you, along with our recommendations to keep it on track. We then meet up on a yearly or six-monthly basis, to review the plan’s progress in line with your objectives and assess any changes in your circumstances that may require some fine-tuning.

About Us

We are a firm of highly experienced independent financial advisors based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Get in Touch

Beaufort Wealth Management Ltd,
4 Jephson Court,
Tancred Close
Leamington Spa,
Warks,
CV31 3RZ
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862 Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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