Our Story
Providing a seamless and holistic service in complex situations
We established Beaufort Wealth Management Ltd in August 2007 and we pride ourselves in providing a high-quality service from our friendly team. There are currently six regulated advisers and a strong administration team who are highly experienced. The support team consistently and cheerfully demonstrate the sort of organisational skills that keep the wheels turning on the journey towards the best possible outcomes for our clients.
Clients appreciate the way the whole team pulls together
Our unique approach to teamwork is demonstrated throughout the business. Therefore, clients have the reassurance of being a Beaufort client rather simply a client of an individual adviser, and they can look forward to enjoying the commitment of the whole team.
We have a strong sense of joint endeavour, based upon our core values of integrity and professionalism. Clearly clients appreciate the way the whole team pulls together in delivering our respective areas of expertise, as we have seen our business through acquisitions, customer referrals and reputation.
Keeping financial plans on track throughout life’s ups and downs
We also have a solid reputation with the professional community, which means we have forged close links with accountants and solicitors. This enables us to provide a seamless and holistic service in complex situations.
And the most important aspect of our business is the relationship we have with our clients as we work together, often for many years, keeping financial plans on track throughout life’s ups and downs.
Our Latest News
The future of retirement
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential
The cost of early withdrawal from your pension
How retirees are impacting their financial future by accessing pension pots too soon More than three-quarters (78%) of retirees have already dipped into their pension
Pension scams on the rise
Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year Around 7.3 million UK adults, or one in seven, encountered