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First Floor
51-52 High Street


Beaufort Financial is a trading name of Beaufort Financial Planning (South West) Limited, an appointed representative of Beaufort Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. Beaufort Financial Planning (South West) Limited is registered in England & Wales. Company no 08529290. Registered office: First Floor, 51-52 High Street, Taunton, Somerset, TA1 3PR.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses have been unable to resolve themselves. To contact the Financial Ombudsman Service please visit

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