Mother Knows best

Mother Knows best

“Research from Brewin Dolphin shows that around one in three (30%) mums say life is more difficult for their children financially than it was for them at their children’s age.

However, many people still struggle to talk about important money topics. For instance, more than half of adults (51%) say they haven’t discussed their will with their family. Furthermore, with mums planning to leave more than half of their wealth (54% of wealth) to their children, now is as good a time as any to broach those all-important money conversations.”  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.