We work with a number of professional advisers to provide expert financial advice for their clients.

 

We work with:

  • Solicitors
  • Accountants
  • Private client advisers
  • Bankers
  • Estate agents
  • HR professionals

For companies and business owners:

  • Purchase and sale of businesses
  • Executive and staff pension and employee benefits advice
  • Auto-enrolment
  • Wealth extraction and tax planning
  • Tax efficient saving and investing

For private clients:

  • Saving for your clients’ first home
  • School fees planning
  • Tax efficient saving and investing
  • Pension planning and other income in retirement
  • Inheritance tax planning
  • Estate planning
  • Wills and trusts

Beaufort Financial puts a wealth of experience at your disposal. We can work with you, hand in hand to identify and resolve issues relating to both corporate and private clients.

Why Beaufort Financial?

We understand that when you make a referral, you are entrusting us with your most valuable asset: your relationship with your client. We never take this for granted.

By referring your client to us, you can be assured that we will and make every effort to maintain communications between all advisers. We will care for your clients as well as you do, and strive to develop proactive, long-term relationships with them.

What’s more, your clients will benefit from the added value of working with a financial adviser who is an expert in their field, local, and has a good working relationship with their network of advisers.