Ian Adey - Director

Ian Adey - Director

After leaving the Royal Air Force, in 1991, Ian joined the Financial Services industry as a Financial Adviser for Friends Provident, he progressed to become a Senior Consultant, where he passed G10 (Taxation and Trusts).

Ian became an Independent Financial Adviser in 2002 when he joined Moffat Gilbert Financial Planning Ltd., as their Managing Director, and in 2007 he created Beaufort Wealth Management Ltd.  Ian enjoys helping his clients in all aspects of their financial planning needs and builds long term relationships with his clients. 

Ian has a vast experience in helping clients in pension and retirement planning.

When Ian is not working, he enjoys spending time with his family.  When time allows he is also keen on most sports especially cricket, golf and Rugby Union.


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.