We are a financial planning company, providing a truly holistic service offering financial coaching, financial planning, and independent financial advice.

We are a strong, established company which was set up in August 2007 by Directors Philip Hart, Ravinder Ghuman and Ian Adey. We have provided professional financial advice to individuals, and businesses for almost fifteen years.

We are a friendly, approachable team, who are dynamic and on hand to provide you with an efficient and professional service, with your best interests at the heart of everything we do.

We are ‘independent’ which means we have total flexibility to select a suitable solution for you from the whole of the marketplace, as opposed to a Restricted (Tied Whole of Market) advice firm, which will have a limited range of investment solutions to choose from.

Beaufort Wealth Management is Authorised and Regulated by the Financial Conduct Authority (FCA). The FCA regulates financial services in the UK, and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register. Our Financial Services Register number is 987842.

By being FCA regulated, you can rest assured that we have the right qualifications in the areas we advise on and as a consumer you are protected under the Financial Services Compensation Scheme.

We will take the time to listen and understand what is important to you; what concerns and requirements you may have along with any future plans.
We will ask open questions to find out more about you and the services we have which will be of benefit.

Where financial planning and independent financial advice is being provided, we will need to understand your full financial position and will do this by requesting completion of a data capture form, and attitude to investment risk questionnaire.

In addition, we will need to obtain information from any existing providers on your behalf for all policies, investments, and pensions you may have. This is a thorough exercise; which allows us to build a financial plan and advise you on a solid foundation. All discussions carried out and information obtained will remain confidential.

Regardless of the service you take up, or the amount you invest, your best interests will always remain at the heart of everything we do.

We offer an initial meeting at no cost or obligation. This initial meeting provides the perfect opportunity to understand more about you, your requirements, your concerns, and your plans for the future, and how we can help you.

Following our initial discussions, we can usually identify if we are a good fit to work together and the solutions, we have available to help you. Our service documents are provided early on for transparency on services available and outlined costs, with a further agreement provided before any further work and subsequent charges are incurred.

We offer a range of services from a one-off exercise to initial and ongoing advisory services. The charges vary and depending on the service work to be carried out.

Our service documents will be issued to you for agreement in the early stages of our discussions, however costs would be discussed prior to ourselves carrying out any further work on your behalf, along with an additional fee agreement before proceeding any further.

Since early January 2020 we began to offer video calls which have continued throughout the pandemic and is likely to continue. We will of course offer flexibility in the future to hold meetings at the Office in Warwick, or at your home or workplace once getting together in person fully resumes.

Our office in Warwick offers car parking facilities and is approximately 1 mile from the centre of Warwick. There are great motorway links to M40 and M42 motorway, both which are nearby.

Where meetings are held at the Office in Warwick, we do have car parking facilities available and can reserve a car park space where required.