Beaufort Financial Plus is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
How we can help
Why choose 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
With our offices based throughout the UK, 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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Simon was able to give me clear, well-informed advice about my situation and enabled me to make a decision about my funds that gave me long term protection. A very good outcome, at a time when I really need good financial advice. S, Ray. Bristol
Simon has provided sound financial advice for many years for myself and my family, his ability to explain complex financial options clearly has enabled me to make informed decisions regarding investment strategies and how best to secure my retirement. N, Lambert. Bradley Stoke
We've used Simon a number of times over the years for remortgage, pension, investment and general financial advice. He is very knowledgeable but easy to talk to and automatically puts you at ease. He explains things clearly and concisely and is always available at the other end of the phone, he is very generous with his time which is a rarity. His advice has enabled my partner and I to move forward on to the next stage of our lives and plan for our future together as a family.J, Miller. Reigate
Simon has been my financial advisor for over seven years. He initially advised me on investments after the death of my husband. He regularly updates me on various things and is always careful to check on my preferences and help me to make suitable choices. He is always available for any queries and has given me good advice when asked for it.C, Cooper. Great Missenden
We have been with Simon for just over a year, and have found him to be knowledgeable, professional and very quick to respond. He has created a lifetime financial tracker for us which we now update as and when our finances change, and this allows us to predict what our future financial position will be which is extremely useful as we both plan to scale down our full time employment in the next couple of years. M, Eva. Knaphill
Simon is friendly, professional and helpful. We’ve been pleased with his financial advice. He has an in depth knowledge and is quick to respond. Most importantly we’ve felt a level of trust and integrity. S, Eva. Knaphill
My wife and I have been customers of Simon Brannigan since 2002 when I decided to take early retirement. I attended a seminar which he conducted on financial issues. Since then he has efficiently masterminded and advised on all our financial issues - my pensions, mortgages, investments, wills, power of attourney, the sale of a property, tax advice and allowances. He has always responded quickly to any issues we have raised - finding time to visit for discussion, or sending a helpful email.E.T, Holdaway. Weston-Super-Mare
I have used Simon Brannigan for financial advice over many years, including mortgage advice, investments, life insurance, powers of attorney, wills, and inheritance. I have always found him very friendly and interested in whatever issue I have presented him with. He is very knowledgeable and thoroughly explains the advice he gives in layman’s terms.N, Eades. Weston-Super-Mare
Simon Brannigan has dealt with my complex financial matters for the last twelve years. Everything is clearly researched, explained and followed through. He has dealt with inheritance issues, lifetime and lifestyle planning, pensions, investments, life insurance and mortgage arrangements. K, Pollard. Marlborough
Simon's knowledge in the area of retirement and pensions is the best I have found and I have talked to 6 other advisers. He has a new system which is called Your Financial Future. He has shown me how to retire successfully. M, Knight. Winterbourne
I have been with Simon for some 5 years and he is easy to engage with, prepared to answer my questions and research matters of financial interest to myself. His advice has always been in tune with my risk profile and with his assistance I have watched my investments, savings and pensions grow.D, Lowin.
Simon is professional, courteous, friendly, informative and honest. He presents various options with clarity and without bias and carries out his work without delay. We are using Simon to enable us to organise ourselves properly to achieve the retirement goals of my wife and I, while also saving for our child via a consolidated pension plan and other savings plans. Dr. S Benham. Bristol
Good clear advice and the patience to explain to the less pension savvy of us exactly what the options, risks and rewards may be.I, Jones.
My partner and I used Simon to help with our finances, as we have just moved into our first house. He was very professional, explained everything in a way that we understood.C, Alsop.
I knew that the complexities of our situation meant I needed help in finding a product to meet our needs, and asked Simon for help. He instilled confidence and demonstrated his vast experience knowledge from the outset. He is efficient, friendly, honest and has worked hard to find us a solution.S, Twigger.