COVID-19. Working with you

COVID-19 is affecting us all. We need to work together to stay safe, and we want to reassure you of the steps we are taking at Beaufort Financial.

Following last nights announcement from the Prime Minister all of our staff are now working from home.

Safety is paramount and we all have a responsibility to protect one another, especially the more vulnerable members of our community. We have technology in place that will allow us to “meet” virtually and for all staff to work from home effectively.


Importantly, we plan to continue offering the same high level of service, albeit in a non face to face environment.


Reassurance Meetings


If you have any queries, questions or concerns about the current situation, your finances or your financial plan and  require a virtual meeting with Paul, please do book a Reassurance Meeting

The above link will give you direct access to his diary, allowing you to choose a time slot that is most convenient for you.


Communicating with Us

We are well equipped and also experienced in conducting and carrying our virtual meetings.

Our preferred methods for virtual meetings are either Zoom or Skype, although we can use others.

To the right you will see a simple and easy step by step guide for Zoom Cloud Meetings that we have put together to help you use this software. 


You can continue to call us on our usual office number. If we are unavailable, please do leave a message. We will get back to you.


We believe the best method of electronic communication for our existing clients with you will be via the Beaufort Financial Personal Finance Portal. Many of you are already registered for this. If you are yet to, please do so, as it will improve how we can communicate with each other and in a more secure environment.


There is a user guide available to help you get used to the portal, but if you need any help please do let us know.

From our Team Page you will be able to find contact information for all team members if you wish to contact any of us. For general queries please use our Contact Page



We continue to monitor the situation regarding Covid-19 (Coronavirus) and are following all advice issued by the Government and Public Health England.

Thank you for your support and understanding. We will keep in touch as things change but do not hesitate to contact us if you have any questions or concerns.