Beaufort Financial

We are Chartered Financial Planners. This is our professions gold standard for firms of financial planners. Our principal adviser is a Chartered Financial Planner and a CFP Chartered Wealth Manager MCSI.

People usually to start working with us at important stages in their life, like close to or at retirement or the sale of a business, or when life changes unexpectedly, for example upon divorce or if an inheritance is received.

We are firm believers that life is for living and your money is there to help you achieve all that you want to do in life.

Our financial planning services focus upon helping you to do just that, and central to them is your Beaufort Financial Forecast and Plan.

With offices in Essington, Staffs and Leamington Spa, we provide advice and solutions to individuals and business owners located throughout the West Midlands, Coventry & Warwickshire and Staffordshire.

We are part of the Beaufort Group of Companies, a leading national group of financial planners, wealth managers and employee benefit consultants.

Beaufort's Financial Planning services are designed to help you achieve your financial and life goals. Your personal forecast and financial plan will show you where you are now financially and what you need to do to get to where you want to be.

You can be assured of exceptional support from a family run business and a planner and adviser with 30 years experience