Phil Hart - Director

Phil Hart - Director

Phil has a degree in Business and started his career in Mazars the Chartered Accountants where he worked as a Paraplanner in their Financial Services Division.  Phil then moved to Aegon to work as a Pensions and Investment Consultant and went on to pass the G60 (Pension Specialist) qualification. After 5 years, Phil moved to the Bank of Scotland and became a Corporate Advisor in their Business Banking Team.

Phil enjoys helping clients navigate the maze of financial planning to understand their options and associated implications. He is also proactive in resolving problems and identifying a route forwards.  Phil's expertise and experience covers pension and retirement planning, employee benefits, tax mitigation and protection.  Phil is qualified up to Diploma Status (Dip PFS) and is currently working towards Chartership.

When he is not working, Phil enjoys spending time with his family and socialising with friends. Phil’s hobbies include golf, running and mountain biking.

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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
Warwick,
Warwickshire,
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.

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