Beaufort Financial

Independent Financial Adviser The Middle Barn, Kiln Road, Dunsden, Berkshire, Reading, RG4 9PB
Response rating
FCA verified
17th June 2019
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Group pensions
    • Group protection
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Chris Shaw Dip PFS
Managing Director & Financial Adviser
Mark Dolby Dip PFS
Director & Financial Adviser
Andrew Coles
Financial Adviser
Chartered Financial Planner
Chris Knight Dip PFS
Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)

Beaufort Financial is a trading name of Beaufort Asset Management Limited which is authorised and regulated by the Financial Conduct Authority. Beaufort Asset Management is registered in England & Wales. Company no. 07122971.

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