Beaufort Financial Reading is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
Putting money aside regularly will help you get the things you want in life. There are a few things to think about that can help you to achieve your savings goals and find the right kind of saving or investing option to suit you.
From Stocks & Shares ISAs, Cash ISAs, Deposit accounts, Gilts to Insurance Bonds, Endowments, Annuities, Unit Trusts and Investment Trusts, there are many types of savings and investment, each having different structures, tax treatments and implications for investors.
Beaufort Financial will help you to assess your goals and attitude to risk, ensuring that you make the right decisions for your investments. Sensible investment planning begins with understanding what your investment aims are and your attitude to investment risk.
We offer a free no-obligation initial consultation to discuss your financial needs.
Videos
Client tax guides
Investment planning and asset allocation
Investment planning is the process of matching your financial goals and objectives, with your financial resources. Technology, ever increasing investment opportunities and stricter regulation continue to change. But has your investment strategy kept pace?
Making the most of ISAs
Individual Savings Accounts, universally known as ISAs, began life as relatively simple savings plans in 1999, but over the years the rules surrounding them have become ever more complex.
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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