Video Hub

We have partnered with MoneyAlive in order to produce the client-focused videos listed below. Each gives an impartial description of the product and/or advice area in order to enhance your understanding.

Please note that videos do not amount to advice and are intended as generic guidance only. A full consultation will be required in order to ensure products and investments are suitable for your needs.

Personal protection

Pension freedoms

Lasting power of attorney

Understanding long term care

Drawdown review

Flexible income

Guaranteed income

Final salary

Equity release

Protect yourself from scams

State pension

Business protection

Wills

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

About Us

Advice and Services

Cash Flow Modelling

FAQs

News

Contact Us

If you wish to register a complaint, please write to info@beaufortwmltd.co.uk or telephone 01926 460156. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567

Beaufort Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Beaufort Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 987842.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

Registered Address: 5 Clarendon Place, Leamington Spa, Warwickshire, CV32 5QL.
Company Registered in England and Wales – Company No. 06268234.