Investment Advice

Whether it’s to fund your children’s education, help them onto the property ladder, cover the cost of a wedding or simply finance a more comfortable lifestyle in the future, investments are entirely personal to your situation.

We help to build and manage your wealth in line with your needs by giving you access to a wide range of investments in one straight-forward, tailored offering.

You can feel reassured as we define your risk profile, construct a time horizon and take a comprehensive look at your tax efficiency, finances and assets.


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.