Strengthening Beaufort Wealth Management’s Team

Strengthening Beaufort Wealth Management’s Team

At the beginning of the year Julie Hall joined Beaufort Wealth Management Ltd as our operations manager.  In order to deliver an excellent client experience Julie’s role is to ensure everything runs smoothly behind the scenes working with the support team.  

Julie’s has spent her entire career in the financial services industry.  She is a positive, motivated and confident individual with a strong reputation for delivering quality work on time.



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.

Latest News

Get in Touch

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.