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.
We strive to fully understand your financial position, identify your aspirations and provide you with clarity as to how you can achieve them.
We are specialists, providing financial advice to six types of clients.Read more
We’re local, independent, but most importantly, we listen and understand.Read more
Providing financial advice to clients throughout the South West.Read more
A series of resources to help you understand key financial topics.Read more
"We have a long relationship with Beaufort Financial (Taunton). They have for many years, successfully established, and negotiated renewals of our Life Assurance policy for our Group of Manufacturing Companies encompassing over 1000 employees, spread across 4 businesses in the UK.
The fact that Mark Cooper has retained this business in a competitive marketplace is testament to the professionalism, diligence and thoroughness of the work that he and his team has carried out.
Our reputation and the welfare of our employees is paramount. With Beaufort Financials’ management of the claims process, I can be confident that our employee’s dependents have been well served in their time of need."
Alan Chapman: CFO Steinhoff UK manufacturing Group
"Having worked closely with Mark for a number of years I have seen first-hand how he has helped countless individuals and families to achieve their financial, lifestyle and legacy goals.
Mark takes a truly holistic approach to his clients’ affairs and by working collaboratively we are able to provide a service that fuses sound Financial Planning with legal services through the use of Wills, Trusts and Estate Planning.
He is able to achieve great results for clients by taking the time to get to know and understand them, investing the time to build long lasting client relationships. This is one of the reasons why Mark is such a valued and trusted adviser to them.
I have seen how the input Mark provides to his client’s affairs gives them immediate peace of mind and helps to secure their future and preserve their legacy."
Damian Gorman TEP: specialist in Wills, Trusts, Tax and Later Life Planning
"So pleased with my decision several years ago to place complete trust in Mark to handle my Pension and investments, Mark has been diligent coupled with a great personal touch ensuring he understands and delivers on my financial aspirations."
"I have been a client of Mark & his team for many years and have always received good advice. I have never felt pressured into making investment decisions; Mark presents the options and allows a full discussion about which is best while considering both the short & long term."
"My wife and I have been working with Mark Cooper and the Beaufort Financial planning team for over three years now, and we are delighted with the personal service, the sound professional advice and financial returns we have gained on our investments.
The service We have received has been excellent, nothing is too much trouble and every team member we come into contact with operates with the same level of compassion, enthusiasm and professionalism shown by Mark himself every time we speak to them.
Mark has helped us set out our financial plans to ensure we get a better quality of life, to plan a long and financially stable future, and to ensure any wealth is managed within the risk levels we are happy to take.
It is a pleasure working with Mark and the team, they really do care for their clients."
Alan & Claire Williams
"Our association with Beaufort Financial started some nine years ago and has seen both the relationship and investments continuing to prosper in an ethical manner and well beyond our expectations.
With their knowledge, of not only the UK but worldwide markets and current affairs, we feel very confident that our finances are in very safe and capable hands, invested at a level of risk at which we are most comfortable, and which has seen growth well over the FSTE average.
Nothing is too much trouble, with regular communications to review not only our investments but our future life plans. The financial planning is flexible to account for any changes or hiccups that life may throw in along the way."