Business Advice

Clients, ranging from sole traders to limited companies employing in excess of a hundred staff, have come to trust and rely on the commercial experience of our team.

We help you keep on top of the risks and opportunities arising from your company’s ever-changing financial and protection needs with services such as:

  • Employee Benefits
  • Pensions – Self Invested or Small Self-Administered Schemes (SIPP & SSAS)
  • Keyman, Partnership and Shareholder Protection
  • Group Pensions
  • Investments
  • Tax Planning
  • Succession Planning
  • Some aspects of tax planning are not regulated by the Financial Conduct Authority
  • Small Self Administrated Schemes (SSAS) are regulated by the Pensions Regulator

Our aim is to give you the freedom to do what you’re best at – drive your business forward.


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.