Beaufort Financial St Helens is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
Rising pension ages and life expectancy means retirement now happens later in life and is longer than ever before. Taking financial advice is important when planning your retirement and pension pots; what you are accruing through your working life will need to support your lifestyle in retirement.
Whatever your aspirations, Beaufort Financial will help you make the most of your pension and other investments so you can enjoy the retirement you deserve.
Retirement planning is complicated and has been made even more so by constant changes to the rules. We make it our business to stay up to date with the latest tax rules so that you can take full advantage of the available tax breaks.
We offer a free no-obligation initial consultation to discuss your financial needs.
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Leigh has the personal touch, explaining everything in layman’s language; nothing is too much trouble for him.
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.