Beaufort Financial

Independent Financial Adviser  The Middle Barn, Berkshire, Reading, RG4 9PB
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FCA authorised
Last authorised 26th October 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Mark Dolby Dip PFS
Director & Financial Adviser
Chris Shaw Dip PFS
Managing Director & Financial Adviser
Andrew Coles
Financial Adviser
Chris Knight Dip PFS
Financial Adviser
About us

Beaufort Financial is a firm of independent financial advisers with specialist skills in taxation, trusts, pensions, mortgages, investments, protection.

The Beaufort team offer a comprehensive service to clients looking for a personal, bespoke approach to their financial affairs.
Our financial advisers can help you assess your financial goals and find the best ways to achieve them.

We offer independent advice on;
- Investments
- Retirement
- Protection
- Tax Planning
- Tax Strategies
- Business Strategy
- Mortgages
- Tax Mitigation
- Alternative Pension Investments
- Enterprise Investment Schemes & Venture Capital Trusts
- Business Property Relief
- Estate Planning

All Beaufort advisers have achieved the stringent qualification and administrative standards set out by the Financial Conduct Authority and hold the mandatory Statement of Professional Standing issued to authorised financial advisers only.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Middle Barn, Kiln Road, Dunsden, Berkshire, Reading, RG4 9PB

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