Planning for Later Life in Times of Uncertainty

Planning for Later Life in Times of Uncertainty

Property Notify reports “For most, 2020 will be a financial year we will rather forget. The FTSE 100 Index experienced its second largest one day fall in history, 59% have reported a loss of income and there is discussion that the recession could turn into an entrenched depression.

Those planning for a long retirement with heavy reliance on their hard-earned capital could be forgiven for shying away from any financial plan with the word investment attached. But this anxiety can lead people to retreat to perceived safe-haven assets like cash and forgo potential investment benefits.” Read more  

Holistic financial planning is the approach undertaken by Beaufort Wealth Management and one which looks at the bigger picture and understanding changing circumstances and motivations.


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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,
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CV34 6LG
01926 460156

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