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
Understanding pension drawdown
Taking control of your pension income means considering the tax consequences Pension drawdown enables you to take money from a defined contribution pension while keeping
Should you give your home to your grandchildren?
Gifting your home could help your grandchildren, but may carry tax and financial risks For grandparents with substantial property wealth, gifting their home may seem
Securing income in retirement
Building financial security for later life Retirement no longer has to mean simply buying an annuity and receiving a fixed income for life. Since pension