Financial Adviser

Andrew Coles

Andrew Coles

Andrew is a Chartered Financial Planner. He has worked as an adviser since 2009 and joined Beaufort in the summer of 2013. Having previously worked as a self employed adviser, Andrew has experience in all aspects of financial planning, which has given him a broad base of knowledge to help his clients.

Andrew specialises in creating tailored financial plans for individual clients and business owners approaching/planning for retirement, challenging them to focus on their real requirements and aspirations for retirement before creating them a bespoke retirement plan. Once this is in place, he continues to work with his clients to ensure that their plans are successfully maintained and amended to allow them to retire in the manner they had hoped, whilst still providing a tax efficient legacy for their families.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA). 

You can view Andy’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

Andrew is an Associate member of the Society of Later Life Advisers (SOLLA).                                                                                                                              

Loves

Playing Golf and Football
Riding for the Ark Riders helping the Ark Cancer Charity
Spending time with his wife and Son
Suits (the TV show)

Loathes

The Dentist
Gin
Most reality TV shows

 

Andrew Coles

Contact

0118 9879 400

andrew.coles@beaufortfinancial.co.uk

What do our clients say?

  • We were recommended Andy by a friend to help with Financial Advice which he has done very well to put our minds at rest. One of the main things that helped was he was able to explain things in 'Plain English' We have since passed his details on to two friends.

    Mick & Les

  • Mark shows a very caring attitude towards his clients and always goes the extra mile to provide a full and comprehensive service, striving always to make sure the clients fully understand any complex issues.

    Nia Wharry - Clarke & Son LLP

  • We have been clients of Beaufort for more years than I can remember! We have always been treated with courtesy and respect and can say that the advice and investments handled on our behalf have treated us very well. From personal investments, through SIPP, ISA, EIS and AIM investments we continue to be impressed with their service. Our adviser, Graeme Bone, has given us confidence in our current and future position.

    I.F. - Ret’d Company Director, Dorset

  • I would heartily recommend Mark - his 'can do' attitude makes working with him and referring clients to him easy. He really gets to know clients to make sure he tailors the advice he gives to their individual circumstances, and as I can now list myself amongst his clients, I can confirm the service received is second to none.

    Louise Hall of Ervin Hall Ltd

  • After working together with Mark Dolby and the team at Beaufort on a number of mutual clients we are always impressed with the level of dedication and client care given. Their technical knowledge and ability to understand clients individual needs means the clients we have introduced to them have always been delighted.

    Kevin Randall of LMW

  • Graeme and the team at Beaufort Financial offer an exceptional service and ensure all of our financials are well looked after.

    RW - Co. Director, Melbourne, Australia

  • After becoming self-employed in the late 80s we realised that personal pension planning was going to be most essential. We are glad we chose Simon and his team who now comprise Beaufort Financial. To have our pension savings monitored and cared for by a dedicated team of professionals is a great aid to having a relaxing retirement. An added bonus is that Beaufort Financial are a friendly bunch of people!

    I & J of Beaconsfield

  • Graeme has been our adviser for a number of years and as such has always provided clear, thoughtful and professional advice. He is proactive in looking after our finances and is always approachable and easy to work with. It is in no small part thanks to him that we are able to enjoy our retirement as we do.

    Mr and Mrs B and J R, Henley

  • We wish to express our thanks for your advice and professionalism, , in helping us understand how to achieve our financial goals long-term. Since becoming clients and receiving your investment proposals we have a much better understanding of what our assets can achieve for us, and the confidence to spend if we choose, now and in the future.

    Ken & Marlene Barter

  • I have known Graeme Bone and Beaufort for many years and have had excellent advice from them regarding pensions, investments and financial management for myself and my Company. I have recommended them to friends and colleagues and have without exception had favourable reports back.

    PH- Company Director, West London

  • Just a quick email to say a huge thanks to you and your colleagues for this morning’s event. Great venue, great food and it was such a pleasure to sit and talk with a wide variety of interesting people over an amazing breakfast in a non-BNI like manner! A great way to start the day!

    Ally Tow of Boyes Turner

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