Meet Phil

Meet Phil

Phil Hart is a Director of Beaufort Wealth Management Ltd. He developed his pension knowledge and skills whilst at Aegon and went on to pass the G60 (Pension Specialist) qualification. After 5 happy years, Phil decided that he wanted to fulfil his ambition to become an IFA. He moved to Bank of Scotland and became a Corporate Adviser in their Business Banking Team.

Phil is qualified up to Diploma Status (Dip PFS) and is currently working towards Chartership. Read more  


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.