Over the years, the Beaufort Financial Fareham team have developed and ‘fine-tuned’ a business model that follows a step by step process to determine a client’s aspirations and objectives. This model enables clients to fully engage, recognise and address what is truly important to them.
We passionately believe that the most suitable advice can only be given when time and effort has been invested in getting to know our clients, what they are trying to achieve, the purpose of their objectives and, most importantly, their values.
Once we understand our clients’ aspirations, we work with them to create a plan that fulfils their objectives. We then partner with them to implement their plan. This often opposes mainstream advisers whose primary focus is to promote and sell products, which we believe presents a risk that clients may not receive the most appropriate solution for their circumstances.
Beaufort Financial prides itself on fully understanding a client’s overall circumstances before making any recommendations and our ethos and culture is based around the following three principles: