Integrated professionalism that works

Integrated professionalism that works

Beaufort is a firm of independent financial advisers based in Warwickshire, experienced in working with legal professionals whose clients require the best possible guidance and direction when faced with unexpected financial challenges. With the common goal of providing a seamless co-ordinated support network, we maintain close links with our professional connections. This case study illustrates how integrating sound financial planning mitigates against the devastating effects of a life-changing accident.

Dealing with life's ups and downs is one thing, but what happens when something devastating happens to you or your family?  The last thing you need is to add to the stress by having to search out the right answers in a plethora of different places, but you know it's important to get expert, professional help.

Here at Beaufort we've forged strong working relationships with other related professions, which enables us to offer a holistic service and streamline complex processes.  Seamlessness and simplicity are always better alternatives to confusion and conflict, so we're proud to be part of a professional community that takes teamwork seriously, collaborating with local solicitors and accountants.

Take this example of a construction worker whose life-changing injuries led to an integrated approach to his long-term financial health:


About Us

We are a firm of highly experienced independent financial advisers 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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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
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.