"Becoming a principal partner in Beaufort Financial has been a game-changer for our business. By outsourcing a number of back-ofﬁce functions, directors, the administrators and myself now have more time to spend with our clients. We can focus on the ‘art’ of what we do, which is getting to the heart of what our clients want to achieve with their ﬁnances; and that’s a great feeling!"
Brian Davies, Principal Partner - Beaufort Financial (Westerham)
"All of my advisers are spending less time in the ofﬁce doing paperwork, and are spending more time with their clients and professional connections. From a management perspective we have more conﬁdence in the processes which allows us to focus more on meeting our clients’ objectives."
Chris Shaw, Managing Director – Beaufort Financial (Reading)
"The complete trust we have in Beaufort Financial's compliance procedures, as well as the investment offering (where we use it) allows us to focus on what we do best; advising clients, both new and existing. It also gives us the conﬁdence that the structures and processes we have in place will keep up with our rate of growth."
Chris Masters, Founder and Chartered Financial Planner, Talking Finances
"Right from day one, we’ve always been well supported by Beaufort Financial. Some of the tasks we were previously doing, for example keeping our website up to date and producing client newsletters, which incurred expense and took up valuable resources is now done centrally. That’s meant a time and cost saving for us, which has enabled us to grow by taking on new, often high value, clients, without having to recruit additional members of staff. In turn, that’s made us more profitable."
Paul Gorman, Principal Partner Beaufort (Birmingham)
"The internal paraplanning service creates massive time savings, which frees us up to focus on taking on new clients. Of course, this is made easier by Beaufort Financial’s marketing strategies, which are generating new enquiries for us. I’ve no doubt that we’ve made the right decision and our business will flourish thanks to our relationship with Beaufort Financial."
Paul Hyde, Principal Partner Beaufort Financial (Mansfield)