Paul Gorman

Principal Partner Beaufort (Birmingham)

Adviser
"The quality of the marketing material we now have available to us is excellent and it is very well received by clients."
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Leigh Tarleton

Principal Partner Beaufort (St Helens)

Adviser
"The flat management structure means key people are always accessible and receptive to new ideas."
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Paul Hyde

Principal Partner Beaufort Financial (Mansfield)

Adviser
"The internal paraplanning service creates massive time savings for me and my team."
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Chris Masters

Principal Partner Talking Finances

Adviser
"Since joining, everything I’ve been promised, and more, has been delivered."
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We are delighted that our planners have been
featured as New Model Adviser cover stars.

Adviser

Mark Dolby and Chris Shaw of Beaufort Financial (Reading)

“The group has a strong commitment to charity and community work. The Reading branch demonstrates that ethos.

The firm supports a range of charitable activities and has raised £20,000 in the past two years to help fund a new cancer centre in the area. Many staff have been involved, but cyclist Dolby, has been a driving force after he lost both his parents to cancer.”

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Adviser

Leigh Tarleton of Beaufort Financial (St Helens)

“Complete transparency with clients, partners and staff is another crucial principle, says Bennett. All the partners meet six times a year and receive ‘100% clarity’ on the group’s financial and other management information.”

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