Beaufort Financial Fareham is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.

Whether you are receiving £500,000 or £5 million from the sale of your business, protecting this from heavy tax charges, and investing it wisely, will help you to achieve the financial security you have dreamed of.

That’s exactly how we can help.

To make things simpler, we have designed a tailored service for those of you selling your business and/or looking to plan for retirement.

We are uniquely placed to help business owners and we have the expertise and tools to work with you in all areas. We support both your business and personal needs, as well as the long-term goals you have for both.

We offer a free no-obligation initial consultation to discuss your financial needs.


Financial planning for business

Tax planning for directors

Business protection

Business succession

Employee benefits

Client tax guides

Business succession planning

If you are a business owner, business succession planning and insurance is important. It is simply the process of planning for what you want to happen if you (or your co-owner, if you have one) were to die or fall seriously ill.


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