Why Power Of Attorney Should Be Considered Alongside Financial Plans

Putting a Power of Attorney in place is often a task that’s overlooked. But it’s one that should be done alongside a wider financial plan. Having a Power of Attorney in place is essential. Yet millions of Brits haven’t taken the time to organise this important document. It’s something that should be done alongside a…

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5 Ways The Government Is Helping Businesses Through The Pandemic

The coronavirus pandemic is placing pressure on some firms. The government has announced a raft of business support measures to help. The current situation is challenging for many businesses. As coronavirus has spread, you or your client may have found they’ve been affected by the measures put in place to minimise the spread of the…

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Value of Financial Advice

The Value Of Financial Advice: How It Helps Wealth Grow

Measuring the impact of financial advice can be difficult. However, research and our own experience highlight that it can have a positive impact. The value of financial advice is something we talk about a lot at Beaufort Financial. We see the benefits it brings clients on a regular basis, whether that’s the confidence to forge…

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financial advice

How Financial Advice Can Help Business Owners Prepare For The Future

Business owners will often engage the services of an accountant, but they’re less likely to review their own financial situation with a professional. We explain seven reasons they should. Whilst business owners may be focused on short-term financial goals, it can be difficult to plan for the future. Those striving to grow a business can…

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cashflow modelling

How Cashflow Modelling Helps Clients Plan For The Future

Financial confidence can have a hugely positive impact on lives. We wanted to share with you one of the methods we use to give individuals we work with confidence in their financial future; cashflow planning. As financial advisers, our goal is to give each client confidence in their financial future. There are many stages in…

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professional connections

5 Ways Professional Connections Help Your Clients

Creating a network of professional connections can help clients access the joined-up advice they need at different points in their lives. We believe partnerships with other client-facing professionals are essential. Building up a network of professional connections can be excellent for business and building up our client base. But it’s also helpful for your clients…

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Encouraging clients to think about their estate plan

Estate planning is often something people put off. Thinking about passing away and organising how assets will be transferred to loved ones is hardly something to look forward to. But it is an important part of financial security and achieving aspirations. It’s not a task to be done once and left either, updating it to…

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Divorces and pensions: Why financial planning is crucial with every option

As you work with divorcing clients, pensions are becoming an increasingly important subject. In the past, they were a commonly overlooked but vital asset. As more couples recognise the need to discuss pensions during divorce proceedings and the impact decisions could have on their long-term financial security, careful planning is essential. For many families, pensions…

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What do our clients say?

  • Thank you Paul for visiting my home recently for a dig through our various life insurance policies.

    I left my wife to run the meet and greet and she was very impressed with Paul's analytical approach, obvious knowledge and professional yet friendly manner.

    We were very happy that Paul was able to advise us on a type of cover we should be looking for and presented us with option on policies that were much more useful and with much cheaper premiums. Paul even made the form filling as simple as possible and for that we are grateful.

    The Gibsons

  • I was extremely pleased with Iain Parkhouse's service and have no hesitation in recommending and referring his services. If you have not spoken to him recently, I would strongly suggest arranging a review with him.

    Denni Jackson, Sales & Marketing Director, Drifters Travel

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain's knowledge and experience is backed by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn't hesitate to recommend his services and indeed I have to a number of my friends.

    R Thompson, M.D. London

  • Iain has spent quality time with me to understand my situation, my preferences, and my approach to investments. He has a great way of explaining things, and de-mystifying the most complex of matters and distilling it into something very easy to comprehend so that you can make informed decisions over your own financial affairs. Whatever your level of understanding and financial experience, he will adjust his approach and tailor it to suit your individual needs, taking time to be sure you are fully up to speed with whatever you are reviewing. Having worked with a number of IFAs in the past, I now feel totally at ease and confident working with Iain on an ongoing and regular basis to navigate the minefield of professional financial advice and financial services.

    S Khadka-Lowe, Director. Cobham

  • For almost 20 years I have used the services and advice from Iain Whitechurch, the services offered included, mortgages and re-mortgages, children's saving plans and pensions in the main.

    The advice was always given at a level that was understandable and appropriate for my financial situation at the various times though out the last 20 years, which due to unforeseen circumstances has been ever changing.

    Along with the expert advice and service Iain has become an integral part in my financial future plans and decisions. He has also offered this same advice to my now adult children as they have always known him and trust his ability and advice. I have no reservations about recommending his services to family and friends, his friendly yet professional approach make dealing with financial decisions a less stressful experience.

    A Scutt, Specialist Nurse Manager, Copthorne

  • Every quarter I get information on how my investments are performing in relation to other investments in the portfolio in addition I can look up on the web to see how my interments are performing in their own right on a daily basis. Thanks to Felix I now have greater confidence in my financial future and I look forward to doing more business with him in the not too distant future.

    Calum Shaw

  • Gerard is a highly professional and knowledgeable financial adviser who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to adviser.

    Andy Cutbill, Co-Founder of Mr Bridger, ECD at ?What If! Innovation Partners

  • Having used Brian's services on several occasions for myself, my friends and various colleagues I declare myself a great admirer of his professionalism and knowledge. And an all-round nice guy! If you are looking for an IFA - look no further, you've found the best one.

    Dallas Van Renselar

  • Iain is an honest guy who cares about the service he provides to his clients. His advice is always clear & well thought through.

    Stuart Gilbert

  • I gladly recommend Iain for his work as a financial adviser for me and for many other people I know within our network of friends and business colleagues. Above all, his knowledge of what is available and his expert opinion and advice has been, and continues to be completely reliable. I believe Iain delivers top quality as a person and within his business.

    Gerry Boniface, Sales Leader

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain's an expert in his field. His knowledge and experience is backed up by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn't hesitate to recommend his service and indeed I have to a number of my friends.

    R Thompson

  • I first hired Felix in April 2011 to arrange my critical illness cover. Now I am notoriously hard to pin down to arrange stuff like this due to my constant work load. Felix was totally understanding of this and his incredible perseverance with me resulted in finally securing an excellent policy for me in March 2012. Felix visited me at my workshop on a number of occasions to gain all the relevant information that he needed. I cannot thank Felix enough for his hard work and patience and will be glad to recommend him in the future. And he makes a damn fine cup of tea as well!

    Richard Wallage

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