financial advisors for lawyers and accountants
Are you a private client lawyer or an accountant looking to help your clients with a more comprehensive approach to their family finances for now and in the future?
Working alongside accountants and lawyers, we can offer clients a more complete approach to financial advice that takes in the bigger picture.

At Beaufort Financial, our job is to help clients navigate the complexities of investing for the future. Obviously, each situation is different depending on personal circumstances, which is why we take time to get to know our clients before we advise any course of action.

Although this professional advisory service costs money, the idea is that the benefits are more than evident with the results, tailored to their current position and the outlook they are aiming for.

Where we see this approach really come to the fore with higher net worth clients, is when we work closely with other advisors – namely solicitors and accountants. By pooling our separate specialist knowledge for the benefit of the client, plans can be made and products can be recommended with a wider professional knowledge of current situations and future outcomes.

If you have clients you know could benefit from financial advice, whether it be tax, trusts, investments or pensions, let’s talk.


Financial planning for business

Tax planning for directors

Business protection

Business succession

Employee benefits

Client tax guides

Business succession planning

If you are a business owner, business succession planning and insurance is important. It is simply the process of planning for what you want to happen if you (or your co-owner, if you have one) were to die or fall seriously ill.


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