Financial Professional Merger

Financial Professional Merger

Beaufort Wealth Management is set to expand by merging with Graham Howe Financial Consultants this April.

Due to operate under the Beaufort banner from its offices in Leamington Spa, the two companies recognised that there were many similarities in the way they worked and decided to join forces.

“We all have specialist financial planning backgrounds and will be able to increase the knowledge and support needed in this time of change in the financial services industry”,  says Financial Professional MD, Graham Howe.

Beaufort’s directors Phil Hart, Rav Ghuman and Ian Adey are pleased to welcome Graham and see the move as a chance to strengthen the team.

“It was clear from the beginning that there were synergies between the two companies and we’re always looking for opportunities to offer our clients more in terms of expertise and service”, comments Phil Hart.

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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
Warwick,
Warwickshire,
CV34 6LG
01926 460156

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