Growth in Advisers yet less Firms Operating

Growth in Advisers yet less Firms Operating

According to Pimfa, Personal Investment Management & Financial Advice Association, the number of financial advisers is increasing slightly whereas the number of advice firms has fallen, meaning there are more advisers in each firm.  At Beaufort Wealth Management we have been fortunate to work with a couple of retiring advisers to help them have a well thought through and managed plan in place to provide continuity for their clients.


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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

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