We are very well aware that changing the way you work and adopting new or different processes can seem a little daunting for many businesses – letting go is not always easy! That’s why we have worked hard at developing and refining a streamlined onboarding process for all partners who join Beaufort Financial.

Comprising seven clear steps, our process is completely transparent, giving you visibility of what’s included in the agreement, what we need from you, how we manage the business transfer and welcome on board your clients and how we work together going forward.

Once all of the systems are set up, we’ll walk you through pre-sales approval and operations to ensure the smooth transition of all new processes, so that you really are ready and able to take control.

If you would like to know more about working in partnership with us, the first step is to get in touch.


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