Our Latest News & Insights

The Beaufort Wealth Management News & Insights section has been designed to provide our clients with access to our personal finance magazines and financial guides which feature informative and relevant financial news. Click on our magazines and guides below to view them.

Whole-of-life insurance

Protect your wealth and provide for your family when you die Whole-of-life insurance represents a comprehensive approach to life cover, ensuring that a specified sum

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Critical illness cover

Facing the unthinkable and preparing for the unexpected In today’s unpredictable world, critical illness cover offers a vital financial safety net when you and your

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Private medical insurance

Keeping your health on track In today’s fast-paced world, when life throws unforeseen challenges your way, obtaining swift diagnosis and treatment along with genuine assistance

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Long-term care

Planning to secure a comfortable and dignified future As you plan for your later years, it’s crucial to consider how your finances will be managed

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Writing a Will

Ensuring your wishes are honoured As residents of England or Wales consider the future, creating a legally valid Will is essential in ensuring that your

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Lasting Power of Attorney

A key component of future planning As we age or face unforeseen health challenges, managing finances and making healthcare decisions can become increasingly difficult. Have

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Learning from the retired

Balancing financial security with mental well-being The experiences of today’s retirees offer a wealth of knowledge for anyone planning their retirement. By observing the paths

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Retirement matters

Making the right decisions today could boost your retirement pot and make the future a whole lot brighter When considering retirement planning, pension savings are

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Find out more

To find out more about how we can help you, your family and business, please contact Beaufort Wealth Management – telephone 01926 460156 or email info@beaufortwmltd.co.uk