Are you a private client lawyer or an accountant looking to help your clients with a more comprehensive approach to their family finances for now and in the future?
Working alongside accountants and lawyers, we can offer clients a more complete approach to financial advice that takes in the bigger picture.
At Beaufort Financial, our job is to help clients navigate the complexities of investing for the future. Obviously, each situation is different depending on personal circumstances, which is why we take time to get to know our clients before we advise any course of action.
Although this professional advisory service costs money, the idea is that the benefits are more than evident with the results, tailored to their current position and the outlook they are aiming for.
Where we see this approach really come to the fore with higher net worth clients, is when we work closely with other advisors – namely solicitors and accountants. By pooling our separate specialist knowledge for the benefit of the client, plans can be made and products can be recommended with a wider professional knowledge of current situations and future outcomes.
If you have clients you know could benefit from financial advice, whether it be tax, trusts, investments or pensions, let’s talk.
Videos
Client tax guides
Business succession planning
If you are a business owner, business succession planning and insurance is important. It is simply the process of planning for what you want to happen if you (or your co-owner, if you have one) were to die or fall seriously ill.
Sign up to our newsletter
Read our monthly newsletter full of useful financial tips and advice.
After 45 years of working, worrying, scrimping and saving, I can give up work and never work again. I can't stop thinking about that. It seems like the day of reckoning has arrived!S, Goddard. Basingstoke
Sam has been so efficient in handling my requests for income and always ensures that I have everything I need and most importantly when I need it. This gives such reassurance that I am in safe hands and that my financial needs will be met. Thank you to Sam, Amanda and Amy for looking after me so well.C, Delahov
We have been with Beaufort Financial Reading since their inception and are very happy with them. They have managed our investments with excellent results yet the team remains friendly, professional and accessible. We are in very good hands.L & P Squire
Tony has been my financial adviser for well over a year. During that time he has tailored his services to my and my wife's personal needs as we near the end of our working lives. He has given us sound advice on Inheritance Tax, this was unprompted and came as a result of his research into our financial resources. When making additional investments, Tony always undertakes research and offers a selection of funds which can fulfil our current financial goals. His manner is always courteous and respectful and he listens carefully as one outlines their financial objectives. R, Steward
Very helpful and informative as always. Andy's insight into the financial and political world and how that affects my investments was interesting to hear. The meeting was well paced and un-rushed and gave me confidence in both Andy and Beaufort Financial Reading.P, Williams
I know you are aware of my love of organisation and how sometimes I can be quite demanding, but I wanted to say that both Sara and I have been very impressed with how Julie-Marie has not only implemented your strategy but how she has responded to our needs in a prompt, efficient and professional manner. She is a great part of the team!P, Barcham
Beaufort Financial and Tony Gardiner were recommended to us by our Accountant in order to provide Investment and other financial advice in late 2019. To date, we have been very pleased with the professionalism, dedication and quality of advice provided by Tony and the Beaufort team. K & J, Fox. Surrey