Response rating
10/10
FCA verified
18th September 2017

Beaufort Financial

Independent Financial Adviser Hilton Hall, Hilton Lane, Essington, Staffordshire, Wolverhampton, WV11 2BQ
First meeting at adviser's own cost
we'll help you plan for your future by identifying aspirations, creating confidence and achieving objectives.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Paul Gorman APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
I have been dealing with Paul for many years and always found him to be very professional, trustworthy and approachable. He is an understanding listener who has always given me sound advice. I appreciate the way he explains the various options available to me. I am extremely pleased and grateful with the outcome from the investments he has made on my behalf.
Barbara, Worcestershire
We have now grouped all our savings, investments etc into one place (a wrap), which is a much easier way of keeping track of all the different categories. Paul has been to see us at home twice now and we have found him to be very professional and knowledgeable which makes us feel we can put our trust in him. He has an easy manner and is happy to explain things very simply if we do not understand. We breathed a sigh of relief when we offloaded it all into the scheme he chose for us.
Patricia, Staffordshire
Paul is very knowledgeable and uses his experience to convey a strategy in easily-understood terms. He enhances his recommendations/knowledge with judicious use of cashflow and lifestyle planning software. He has access to the proven Beaufort fund management model and offers a reliable and prompt investment review service. He’s approachable and friendly and avoids the use of jargon…all in all, he comes highly recommended.
David, Staffordshire
Where to find us
About us

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.

Our services

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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Beaufort Financial is a trading name of Beaufort Financial Planning (West Midlands) Limited. Beaufort Financial Planning (West Midlands) Limited is an appointed representative of Beaufort Financial Planning Limited, Falcon House, Black Eagle Close, Westerham, Kent. TN16 1SE, which is authorised and regulated by the Financial Conduct Authority.

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