Beaufort Financial Forth Valley is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
How we can help
Why us?
Our approach to financial planning and advice means, that you can be assured, we will:
- Listen, until we fully understand what you want your money to do for you
- Talk, in plain and simple language
- Put together solutions to help achieve your needs and objectives
- Communicate with you regularly to manage what we put in place and help keep you on track
Supportive and sensitive to your needs
To get the best results for our clients, you need to have complete confidence in us; for that to happen we need to be, among other things, approachable, supportive and friendly. We love working with our clients. The feedback we get, tells us that they feel the same.
Local service, national support
We are local, with our office based in Falkirk, from this location we can provide advice to you in your preferred format:
- Over the phone
- In person
- Over a whole host of online conference facilities
We are part of a larger group, which means we have the support of a wider network that allows all the mundane business requirements to be delivered on our behalf, so that we can concentrate on giving you the best advice.
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I just wanted to thank you for your continuing financial advice. My requirements are always dealt with in a very professional, yet friendly & helpful manner. I am impressed with your obvious expertise, the thorough background work & your ability to explain clearly the ‘pros & cons’ of any investment strategy, which is essential guidance for decision making.C.Smith, Falkirk
Douglas has given us excellent service since we became clients of his. He & his staff have an attention to detail & a true, friendly customer focus which we really appreciate. Douglas really understands his business & takes the time to discover what you want from your investments. He is always on hand to offer advice & answer questions.B.Paterson, Falkirk
We have worked with Dougie Harley for over 20 years & have never considered taking our business elsewhere. In fact, we have recommended his services to family & friends, all of whom have been delighted with the quality of the firm’s advice, support & knowledge. M.Carson, Falkirk
Inheritance tax was a big worry for us, as was ensuring our assets passed on to our family in the way we wanted. The strategies put in place by Douglas & his team have given us the peace of mind we require on both issues. If you have Inheritance tax worries, this is the team to speak to.C.McLuckie, Falkirk
Douglas & his team are great at building personal relationships & providing more than just financial advice. They are confident, professional & approachable, which is exactly what you need when it’s your money they are looking after.I.Cooper, Falkirk
I have known Douglas before he set up business himself. He is friendly, honest, trustworthy & a true professional. I trust him implicitly. He is always thorough - he always keeps a confidential complete record of details updates them so that he can assess the financial picture accurately. He never sells anything or recommends products unless it is what is either requested or needed.F.Sutherland, Glasgow
We have been clients of Douglas for nearly 20 years & have always received a first class service from him & his team. We would have no hesitation in recommending him to friends, family & colleagues.L.Wight, Glasgow
As a business owner, it is important to me that my financial plans are tax efficient & flexible enough to adapt to my changing needs. Douglas listened to what was important to me & built my wealth management strategy around this. I would not hesitate to recommend Douglas to my friends & family.M.Smith, Falkirk