Professional Organisation

  • Outstanding reputation with our advisers, the regulator and our PI insurers
  • Considerable resource and expertise that will be at your disposal
  • A transparent and consistent service that you can trust in
  • Tried and tested processes
  • Financial resources well in excess of those required by the regulator

Next - Efficiency, Control, Independence

Efficiency, Control, Independence

There’s no better feeling than knowing you’ve done a great job for your clients and made your business more profitable….
  • Grow your business –  concentrate your time on clients
  • Access all the resource and support that you need to manage your business more efficiently
  • Decide what you need to outsource to us, from just the basics to a full-blown back office
  • We can provide you with the innovative solutions you need to reach that desired level of success
This is a proven concept – just ask our Partners…

Next - Economies of Scale

Economies of Scale

  • We use our scale to negotiate better terms with all service providers for our Partners
  • Offer a better proposition with immediate benefits to your client
  • Benefit from the comfort that clients take from you being part of a bigger community
  • Access award-winning investment propositions on an exclusive basis

Next - Investment Solutions

Investment Solutions

We have an Investment & Advice Policy Committee with representative advisers that meets quarterly to help your business to be 100% up to date with regulation, new trends and the latest processes.
  • A whole of market Central Investment Proposition that caters for all risk profiles
  • Award winning solutions available through Beaufort Investment
  • Panels for DFMs, platforms and other product providers

Next - Meet Our Team

Meet Our Team

Next - Latest News

Contact Us

Take the first step and call us today!

Kingsgate, High Street, Redhill, RH1 1SH