Types of Investment Adviser

Types of Investment Adviser

The industry regulator, the Financial Conduct Authority (FCA) describes “the different types of investment advice and what an independent or restricted adviser could offer you.” They explain “independent advisers are an adviser or firm that provides independent advice is able to consider and recommend all types of retail investment products that could meet your needs and objectives.”  In contrast a  “restricted adviser or firm can only recommend certain products, product providers, or both.”  Read more  

Since we were established in August 2007, we have prided ourselves in being an effective and friendly team and made the decision from the outset to provide independent advice. We are a firm of Independent Financial Advisers based in Warwickshire. We provide individuals and businesses with a bespoke service, tailoring financial solutions to their needs and objectives. We understand that each individual is unique, and every business has different goals and aspirations.


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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

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.