The Art and Science of Financial Planning

Our service combines the art of nurturing client relationships with the science of identifying the best solutions to meet your financial needs, based on your goals and aspirations.

Who Do We Work With?

We are specialists providing financial advice to those going through key life events

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Why Choose Us?

We are Independent Financial Advisers focused on helping you achieve your life goals

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Meet Your Financial Adviser

Our Financial Planners work with clients in Wales and the surrounding area

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Focus On

A series of free resources designed to help you understand key financial topics

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What Do Our Clients Say?

  • The advisers and staff at Beaufort Financial (Pembs) are kind, helpful, and understanding. Both my wife and I have peace of mind knowing that they are managing our finances.

    Lyndon Edwards

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