At Beaufort Financial, we look to partner with IFAs who are looking for a genuine partnership. Ambitious and hungry for growth, you will want to take your business to the next level with the support of a national, professional brand. You will be open to possibilities; willing to share your ideas and ready to take control of growing your business. Determined to ensure your clients’ interests are at the heart of what you do, you will be ready to embrace the art and science of ﬁnancial planning.
There’s three ways to work with us.
Become a brand partner
It’s time to get out from under the weight of running your day-to-day practice and join a true partnership offering you the freedom to achieve the success that your business deserves.
When you join Beaufort Financial you become part of an exclusive club of ﬁnancial planners who see that their goals can be achieved faster and more effectively through outstanding partnerships.
You’ll access our proven growth system that’s designed to do all the heavy lifting for you, letting you get on with the art of delivering high-quality advice to your clients and helping them achieve their ﬁnancial dreams.
From the strength of having a team of specialist advisers, paraplanners and compliance professionals onside, to the conﬁdence of owning a proven brand story with quality marketing support when you need it, we can bring the balance to your business that gives you the freedom to grow.
We ensure that you keep control; always seeing your clients’ communications before they do, always at the apex of ﬁnancial recommendations and the decision-making process.
So, ﬁnd out how letting go of some elements of your business can give you more control. Control over time spent with clients, control over your work-life balance, and control over managing the process of growth.
Retain your own brand
Your business becomes an appointed representative of Beaufort Financial, yet retains its brand identity.
Outsource key tasks
Your business retains its direct authorisation and brand identity, while outsourcing agreed tasks to our team.