Understanding your finances

Gurmit has been managing our financial affairs since we sold our business, over 10 years ago. She has always shown a very caring approach to us and our finances. The most important thing for us is that she listens, understands what we need and explains some quite complex matters in plain English. We would not hesitate in recommending Gurmit to look after your financial affairs.R & S Francis. Lincoln

Gurmit has been our financial adviser for three years and has been a pleasure to work with. She has spent a lot of time getting to know us and our circumstances. She approaches everything in a no nonsense manner and manages to explain everything in a way that we both understand (one of us is a Chartered Accountant and the other is not financially minded). Mr & Mrs Rogers. Repton

Gurmit recently supported me in evaluating my pension options. Her detailed approach to the analysis, clear sound advice and guidance allowed me to make an informed decision. She is an expert in her field and gives honest, no non-sense, jargon free advice and guidance on all aspects of financial planning. Gurmit is very trustworthy, responsive and professional. I would not hesitate to recommend her services.Sushma Kotecha

Gurmit has been helping me with my investments and savings for over 2 years. Initially she drew together a number of investments collating the medium to long term outlook for me, using various planning tools to give a much clearer idea of where I stood. She provides logical, sensible advice. Gurmit is organised and continues to review my portfolio regularly. She is easy to talk to and whilst unerringly professional, has a great personality and wicked sense of humour!G, Brewis. Managing Director, DLS Plastics

I've always been rather cynical about financial advisers, having met quite a few over the years. I have to say that I've found Gurmit and her team extremely good. Not only does she deal with the fundamentals with ease, but also looks at the broader picture to deliver a complete and comprehensive service for financial health. J, O'Donnell. Leicestershire

Gurmit is both friendly and professional and always has my financial interests at heart. She offers sound advice that is both practical and insightful and has looked after my affairs for over 4 years now. I would happily recommend her and her team who are also great!Tony Airey

We met Gurmit in January 2021 when we initially set up our Pension/Savings Portfolio. Gurmit offered us friendly, practical and professional advice in a manner in which we were able to understand and feel comfortable with. We returned the following year for our first review and are delighted with the results. We look forward to a continued working relationship for years to come. Robert & Lynne Buxton

"We are very happy with the service we have received and the long-term relationship that we have built with Beaufort Financial. From pension plan consolidation to full retirement planning, Gurmit and her team have always provided professional advice in a friendly, responsive and timely way. The team has contributed significantly to us deciding on early retirement and us being confident for the many years still ahead! We would have no hesitation in recommending them to family and friends alike".John and Helen Benkins

Gurmit has made sure she has got to know us personally along with our priorities and what we’re hoping for in the future. Because of this, she’s able to tailor her advice, then fine tune and implement our financial plan. As a bonus, it’s always lovely to see her.G & S Upton