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 do we work with?

We are specialists, providing financial advice to five 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 advisers work with clients throughout the North West.

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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?

  • Lynda listened to my financial needs and what I was looking to achieve. We had several meetings at the outset and she talked me through her recommendations in a clear way with no financial jargon. She is very approachable and always does what she says. The reviews are regular and this gives me confidence that my financial plan is on track.

  • I went to Leigh on a recommendation for specific advice on re-arranging my pension in a particular direction. His due diligence was very thorough and he was at pains to ensure that I fully understood the implications of everything that we were discussing.

  • Lynda is efficient and professional in her approach and I feel confident about her role within Beaufort Planning.

  • If you are looking for a conscientious, meticulous adviser, who really drills down into the details to protect your investments and give you advice based on facts, then Carl is the man for you.

  • Leigh has the personal touch, explaining everything in layman’s language; nothing is too much trouble for him.

  • Carl was very patient in guiding me through the complexities of pensions, listened to what I was trying to achieve and provided sound advice. Having now retired I feel confident that Carl will continue to look after my pension and I know I will rely on him to explain the various changes to pensions recently announced by the Government.

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