Beaufort Financial

Independent Financial Adviser  Beaufort Financial Planning Llp, Crawley, West sussex, RH10 1AW
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FCA authorised
Last authorised 17th February 2020
We are long term Investment experts specialising in General & Self Invested Pension Plans. General Investments Stocks & Shares ISA's
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 & 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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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Estate planning
Meet our advisers
Felix Cole
IFA Partner
About us

Felix Cole Dip PFS of Beaufort Financial Planning is an Independent Financial Adviser.

Felix has lived and worked in the East Grinstead area for the last 42 yrs. 14 years in Industry & Retail, 11 years in Finance and now 9 years as a Financial Adviser. Although it is not yet a FCA or CII requirement he is currently working towards becoming a Chartered Financial Planner.
Offering a range of holistic financial planning needs covering investments and retirement needs allayed to both business and personal protection. Specialising in bespoke investment solutions including the Equip investment process and also providing clients with a Will writing service & Family Trusts.

Providing a personal approach to finding the right solution for individuals and businesses alike. Utilising his broad technical knowledge and long experience to provide straight forward understandable advice, delivered in a helpful and timely manner.

Our services

The most important thing that we do is to understand your intentions for the future so that we can appropriately manage your resources and help you adjust to change and where possible maximise on any opportunities. After all, we aim to work with you for as long as we can, often through retirement and on as far as helping the next generation with any legacy you may leave.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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

Beaufort Financial Planning Llp, The Cart Shed, Squerryes Estate, Squerryes, Westerham, Kent, TN16 1SL

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