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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 we work with

We are specialists, providing financial advice to six types of clients.

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Why choose us

We’re local, independent, but most importantly, we listen.

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Meet the team

Our financial advisers work with clients throughout the South.

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Focus on

A series of resources to help you understand key financial topics.

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What do our clients say?

  • We were recommended Andy by a friend to help with Financial Advice which he has done very well to put our minds at rest. One of the main things that helped was he was able to explain things in 'Plain English' We have since passed his details on to two friends.

    Mick & Les

  • Mark shows a very caring attitude towards his clients and always goes the extra mile to provide a full and comprehensive service, striving always to make sure the clients fully understand any complex issues.

    Nia Wharry - Clarke & Son LLP

  • We have been clients of Beaufort Financial for more years than I can remember! We have always been treated with courtesy and respect and can say that the advice and investments handled on our behalf have treated us very well. From personal investments, through SIPP, ISA, EIS and AIM investments we continue to be impressed with their service. Our adviser, Graeme Bone, has given us confidence in our current and future position.

    I.F. - Ret’d Company Director, Dorset

  • I would heartily recommend Mark - his 'can do' attitude makes working with him and referring clients to him easy. He really gets to know clients to make sure he tailors the advice he gives to their individual circumstances, and as I can now list myself amongst his clients, I can confirm the service received is second to none.

    Louise Hall of Ervin Hall Ltd

  • After working together with Mark Dolby and the team at Beaufort Financial on a number of mutual clients we are always impressed with the level of dedication and client care given. Their technical knowledge and ability to understand clients individual needs means the clients we have introduced to them have always been delighted.

    Kevin Randall of LMW

  • Graeme and the team at Beaufort Financial offer an exceptional service and ensure all of our financials are well looked after.

    RW - Co. Director, Melbourne, Australia

  • After becoming self-employed in the late 80s we realised that personal pension planning was going to be most essential. We are glad we chose Simon and his team who now comprise Beaufort Financial. To have our pension savings monitored and cared for by a dedicated team of professionals is a great aid to having a relaxing retirement. An added bonus is that Beaufort Financial are a friendly bunch of people!

    I & J of Beaconsfield

  • Graeme has been our adviser for a number of years and as such has always provided clear, thoughtful and professional advice. He is proactive in looking after our finances and is always approachable and easy to work with. It is in no small part thanks to him that we are able to enjoy our retirement as we do.

    Mr and Mrs B and J R, Henley

  • We wish to express our thanks for your advice and professionalism, , in helping us understand how to achieve our financial goals long-term. Since becoming clients and receiving your investment proposals we have a much better understanding of what our assets can achieve for us, and the confidence to spend if we choose, now and in the future.

    Ken & Marlene Barter

  • I have known Graeme Bone and Beaufort Financial for many years and have had excellent advice from them regarding pensions, investments and financial management for myself and my Company. I have recommended them to friends and colleagues and have without exception had favourable reports back.

    PH- Company Director, West London

  • After 45 years of working, worrying, scrimping and saving, I can give up work and never work again. I can’t stop thinking about that. It seems like the day of reckoning has arrived!

    Sylvia Goddard, Basingstoke

  • Amy is amazing, she always listens and takes on board everything I say. She is very organised, giving me regular updates and gives me great confidence in our finances. She is brilliant at following up and gives us great trust throughout the whole process. She is brilliant in everything she has done for us and is a great addition to the Beaufort Financial team.

    Ruth Diazaraque

  • Sam has been so efficient in handling my requests for income and always ensures that I have everything I need and most importantly when I need it. This gives such reassurance that I am in safe hands and that my financial needs will be met. Thank you to Sam, Amanda and Amy for looking after me so well.

    Caroline Delahoy

  • We have been with Beaufort Financial since their inception and are very happy with them. They have managed our investments with excellent results yet the team remains friendly, professional and accessible. We are in very good hands.

    Lionel and Pamela Squire

  • Tony has been my financial adviser for well over a year. During that time he has tailored his services to my and my wife’s personal needs as we near the end of our working lives. He has given us sound advice on Inheritance Tax, this was unprompted and came as a result of his research into our financial resources.

    When making additional investments, Tony always undertakes research and offers a selection of funds which can fulfil our current financial goals.

    His manner is always courteous and respectful and he listens carefully as one outlines their financial objectives.

    R Seward

  • We have been working with Ashley on our financial plans for about 18 months now and the experience has been much more than we expected. Not only has he helped us pursue a more secure financial future, but Ashley has opened our eyes to what’s possible in terms of quality of life on the way. Ashley balances a relaxing conversational approach with knowledgeable input which gives us meaningful financial options that we have real confidence in.

  • Very helpful and informative as always. Andy’s insight into the financial and political world and how that affects my investments was interesting to hear. The meeting was well paced and un-rushed and gave me confidence in both Andy and Beaufort.

    Paul Williams

  • I know you are aware of my love of organisation and how sometimes I can be quite demanding, but I wanted to say that both Sara and I have been very impressed with how Julie-Marie has not only implemented your strategy but how she has responded to our needs in a prompt, efficient and professional manner. She is a great part of the team!

    Paul Barcham

  • It’s such a relief to know we can help our family.

    Thank you so much for all the great advice - we won’t hesitate to recommend you to others!!

  • Tony has restored my faith in the whole race of Financial Advisers. I don't have a vast amount of money for Tony to manage, but his customer service is faultless and the time he takes to visit me and to explain every aspect of the work he is doing for me is extremely reassuring. And most importantly, he gets great results.

    I recommend Tony to anyone looking for an excellent, straight talking Financial Adviser.

  • When my husband died over three years ago, I was very lucky indeed to find Chris Knight to guide me. Not only did he undertake the task of transferring my husbands assets over to me, he also made my portfolio more manageable. He gave me sound advice on where my money should be invested and explained risk factors.
    Chris is always available for consultation and pays personal visits at least twice a year. Moreover and importantly he always returns phone calls promptly.

    Chris has a very pleasant personality and explains financial matters clearly so that even a novice like me understands!

    I hope I can continue to take his advice for a long time to come.

  • Thank you very much for sending the information on CGT and Interest for 2018/19 to me this morning.
    I very much appreciated your help, and was amazed – and delighted- you were able to send me the information across so promptly.
    This makes my life so much easier and will mean that I can submit my tax return in good time. Another job off the list!

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