Testimonies

“As a Professional Accountant I have over the years met and worked with many Financial Advisor's. They have almost all left me feeling that I have just met a ‘used car salesman’. Phil Hart however is a breath of fresh air, his approach is professional, informative and above all else he is looking for a long term relationship. In order to achieve this, his approach is open, informative and he follows through with ongoing advice and support. I would have no hesitation in recommending Phil as the Financial Adviser you should choose.”

With kind regards

Nigel Reynolds

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"Advice provided by Beaufort Wealth Management has always been timely, helpful and specifically tailored to our needs. We have been very pleased with their performance "

John and Tessa Baker

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"Beaufort Wealth Management offered their expertise to Rugby Borough Council employees when we were going through a time of restructure. Their advice was well received and tailored to the needs of the individuals. We would have no hesitation in using their services in the future."

Kathy Denton, Rugby Council

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"I have worked very closely with Ian, and over the years have recommended the majority of my clients to him. He has always been extremely professional , knowledgeable and friendly. I enjoy working with him, not only on my clients behalf, but that of my own personal investments. I would recommend Ian and Beaufort Wealth Management Ltd, to anyone seeking professional independent financial advice"

Sheilagh Moffat.

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"Independent Financial Advisor's are often regarded by the public in the same way they regard politicians and estate agents, so it was a very pleasant experience when I was introduced to Rav Ghuman of Beaufort. His advice in helping my wife and I manage our portfolio has been excellent. We have been very pleased with the results, but what is more we have been delighted by the thoughtful and caring approach in understanding our needs and suggesting products to match our needs. I am happy to recommend Beaufort."

G Ralph

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"Ian Adey from Beaufort Wealth Management Ltd. has provided us with investment advice for over 5 years. During this period we have been very pleased with his friendly and helpful style and with the guidance and recommendations he has provided."

Tony Bass

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"Having met several financial advisers over the past 20 years we have found in Ian Adey, a person who we can trust and relate to and who makes sense of the financial minefield out there. He understands our needs and has worked with us, giving us sound and impartial advice which has enabled us to plan confidently for our retirement. Without his help we would be completely at sea!"

Kris & Linda Cietak

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