Beaufort Financial Reading is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
Getting to the nitty gritty of your finances, we will identify your future financial requirements against future scenarios, helping you to prioritise and prepare.
Whether you are looking to retire early, pay off your mortgage by a certain age, take that once in a lifetime holiday, help the children through education, a Life Plan will help you think about each phase of your life in order to plan ahead.
Having your own Life Plan in place will help you to see what is achievable and will also help to focus attention on your spending patterns. It will help you to visualise your current and future financial position, so that you can plan with confidence.
We offer a free no-obligation initial consultation to discuss your financial needs.
Videos
Client tax guides
The financial planning journey
Financial planning isn’t just reserved for the especially wealthy. Whether we’re aware of it or not, all of us are on a financial planning journey and nearly all of us will want to make the most of our money.
Investing tax efficiently
The way that investments are taxed has changed over recent years as successive governments have chosen to handle various sources of investment income in different ways.
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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!S, Goddard. Basingstoke
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.C, Delahov
We have been with Beaufort Financial Reading 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.L & P 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, Steward
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 Financial Reading.P, 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!P, Barcham
Beaufort Financial and Tony Gardiner were recommended to us by our Accountant in order to provide Investment and other financial advice in late 2019. To date, we have been very pleased with the professionalism, dedication and quality of advice provided by Tony and the Beaufort team. K & J, Fox. Surrey