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Why making a will isn't enough

Why making a will isn’t enough

It might not be the most pleasant of tasks, after all, it involves thinking about your own mortality. However, for most people, making a will is the first step on the journey to comprehensive estate planning and ensuring that nothing is left to chance after your death. From putting in place powers of attorney, to…

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What is a SIPP?

What is a SIPP?

Aside from being the safest way to drink a hot cup of tea, a SIPP is type of personal pension that allows the holder greater flexibility over how their money is invested. As is the norm for most financial products, ‘SIPP’ is an acronym, meaning Self-Invested Personal Pension. While personal pensions are generally limited to…

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Dig deep to stay one step ahead of the scammers

Dig deep to stay one step ahead of the scammers

If crime didn’t pay, there would be a lot less of it about. Unfortunately, scammers, thieves and conmen don’t seem to be deterred. In fact, many are inventing different ways of parting you from your hard-earned cash. One new method has caused The Pension Regulator (TPR) to issue a warning to keep the public (and…

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Retirees 46% worse off than a decade ago

Retirees 46% worse off than a decade ago

People retiring today could be forgiven for feeling a little short-changed. We’re now a decade beyond the beginning of the financial crisis. However, the extent of its impact on our long-term retirement planning is only now becoming apparent. In fact, research from Fidelity, shows a mixture of low interest rates, rising inflation and sluggish wage…

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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

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