The art and science of financial planning

Welcome to Beaufort Financial.

The art of nurturing client relationships with the science of identifying the best solutions to meet your financial needs, based on your goals and aspirations.

Choosing the right financial planner is not easy. Our website explains who we work with, more about our team and why we could be right for you.

      

Who do we work with?

We are specialists in financial advice and planning for those key life events.

Read more

Why choose us?

We are Chartered Financial Planners with a clear focus on helping you achieve your life goals

Read more

Meet your Planner

We have planners & advisers across the UK providing services at a local level.

Read more

Focus on

A series of resources designed to help you understand key financial topics.

Read more

What do our clients say?

  • I have been dealing with Paul for many years and always found him to be very professional, trustworthy and approachable. He is an understanding listener who has always given me sound advice. I appreciate the way he explains the various options available to me. I am extremely pleased and grateful with the outcome from the investments he has made on my behalf.

    Barbara, Birmingham

  • Paul is very knowledgeable and uses his experience to convey a strategy in easily-understood terms. He enhances his recommendations/knowledge with judicious use of cashflow and lifestyle planning software. He has access to the proven Beaufort fund management model and offers a reliable and prompt investment review service. He's approachable and friendly and avoids the use of jargon‚ all in all, he comes highly recommended.

    David, West Midlands

  • Paul has assisted me enormously with my pension arrangements, particularly over the past 12 months when I have needed quite specific advice and work carried out. I am always made to feel his most important client (even though I certainly am not!); speed and efficiency with a great attention to detail: a great combination in a Financial Adviser.

    Paul, Cheshire

Sign up to our newsletter

Please click this box to confirm you fully understand and accept the Privacy Notice. Click here to read our privacy notice.