Beaufort Financial

Independent Financial Adviser  Hilton Hall, Staffordshire, Wolverhampton, WV11 2BQ
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FCA authorised
Last authorised 26th July 2021
COVID-19 is affecting us all. We need to work together to stay safe. We are open and available to talk to you and meet in a virtual environment. If you have any queries, questions or concerns about the current situation, your finances or your financial plan please do contact us
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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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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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Paul Gorman APFS
Chartered Financial Planner
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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)

Hilton Hall, Hilton Lane, Essington, Staffordshire, Wolverhampton, WV11 2BQ

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