Investing in your future

We have been clients' for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.D. Knights

Gwilym took over my file at a time of significant change, especially work and income related, as well as health centred issues. He conducted a thorough fact find, involving prior history, recent changes and going on to future needs. He did not rely on information already assumed in the file. He took time to establish his own understanding of my situation both past, present and more importantly future. He listened very well and I felt he understood the subtleties of my particular personality and personal situation. He responded with immediate ideas and advice pertinent to what I would likely need as a financial plan, both short and medium term.Steve Cook

Always very helpful, obliging and 110% effort to allay your concerns. If you want correct advice you must disclose ALL financial details in full.Robert Scott

As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.M. Day

Gwilym gave my husband and I advice about a private pension and also investment advice in relation to savings. He looks after all aspects of our financial life and we have an annual review with him. He is always available if we need to speak to him or we need more advice if things change.Trish Turley

We used these guys after making a very bad investment after being ill advised. From the word go we left it all to Gaynor and Steve we only had to send all our documents and any correspondence we had to their office and after a lot of hardwork behind the scenes we got the result we wanted all our investment back and a bonus of a compensation pay out a job well done and would recommend their services to all who may need them.S. Pattison

Steve and Gaynor are an absolute pleasure to deal with, down to earth, good honest people. Their knowledge of the financial world is phenomenol, pensions, savings, tax issues they are excellent. I wouldn't hesitate to recommend them to anyone looking for clear, concise and honest financial advice.S. Turley

It's rare to find people like the team at Beaufort Financial, who take the time to really understand what you need and where you want to go. Stephen and Gaynor always present us with clear and concise information. They are a pleasure to do business with.R. Koffler

The personalised service we've received from Gaynor and her team over the years has been exceptional. With her expertise, reassurance, and encouragement we have been able to enjoy early retirement without worry.T. Lloyd

First class service and wonderful advisors, just good sensible advice.Peter McCracken

An efficient, professional service delivered in a friendly way that instils confidence and peace of mind. Any problems (usually in my head) are dealt with calmly and with clarity. A service I would not like to be without.C. Barlow

Gwilym has provided excellent advice on all aspects of the investment process and ensured that our preferences were met. He has separately also given invaluable advice and guidance on estate administration and probate application. In addition a clear explanation of the choices available on a collective bond has been a great help.Michael Deakin

I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.T. Chesterson

Having just returned from a review meeting with Steve, over our pensions !! ...and it doesn’t seem like it was that long ago he was advising us on investing and starting our mortgages and pensions for the future, when we were in our 20’s! Now we are reaching that age of drawing our pensions, it has been reassuring to be advised professionally and honestly. Steve has become more than an adviser he has become a personal friend to us. The only negative is he supports the wrong team!!!Teresa Lock

Gaynor has organised our finances efficiently over many years enabling me to enjoy early retirement. She is friendly and approachable as well as being extremely knowledgeable.O. John

We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.R. King

Both Ed and I have been clients of Gaynor and Steve for a number of years and have been extremely happy with the results they have achieved.Irene Boden

Excellent meeting, felt safe with the covid safety measures taken. Excellent financial advice givenSusan Hignett

Excellent service, extremely professional and highly recommend!Sue Williams

As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.M. Day