Sustainability at Beaufort Wealth Management

Sustainability at Beaufort Wealth Management

Investments are personal. Whether you want to fund your children's education, cover the cost of a wedding or finance a more comfortable lifestyle in the future, investments are entirely personal to your situation.

With access to a wide range of investments in one straightforward, tailored offering, Beaufort Wealth Management will help you build and manage your wealth in line with your needs.

As part of our service, we will define your risk profile, construct a time horizon and take a comprehensive look at your tax efficiency, finances and assets.

Sustainable Investments 

For clients who want to achieve more than a financial return with their investment portfolios, we work with LGT Vestra. The LGT Vestra Sustainable Model Portfolios invest in funds with exposure to companies with a strong focus on the environment, society and good governance, which align with the UN Sustainable Development Goals.

This sustainable investment approach is about capturing the most suitable opportunities for your investment portfolio by investing in solutions to some of the biggest challenges faced, such as climate change, resource depletion and inequality of access to healthcare and education. 

These investment strategies look to generate positive social and environmental impact alongside an attractive risk-adjusted investment return that aligns with your financial plan.


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.