Beaufort Financial (Liverpool)

Independent Financial Adviser  12 Sudley Grange, Liverpool, Merseyside, L17 6DY
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FCA authorised
Last authorised 18th May 2020
The art and science of financial planning
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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Steve Lavelle
About us

Established in 2012, the Beaufort Group of companies was created to address an increasing need for the provision of retail financial services advice and solutions.

Our service combines the art of nurturing client relationships with the science of identifying the best solutions to meet your financial needs, based on your goals and aspirations.

Our entire team is dedicated to helping you meet your financial objectives. That starts by identifying what you want to achieve, putting together a plan and then implementing it.
Our planners are supported by a highly knowledgeable and experienced team of administrators and paraplanners.

To get the best results for our clients we know they need to have complete confidence in us; for that to happen we need to be, among other things, approachable and friendly. Our clients tell us there are many reasons they chose to work with us, and continue to do so and these are but a few.

We work from our office in Liverpool. From this location, we can provide financial planning and advice services to people across the North West including Liverpool and Manchester.

Our services

Over the years, we have developed a particular understanding of the specific needs of six ‘types’ of client; business owners & directors, higher earners, people with wealth, young families, trustees and companies. That means we have the specialist and in-depth knowledge of their financial challenges and how to address them. With a depth of experience and knowledge in house, you are guaranteed to find the expertise you need at Beaufort Financial Liverpool.
We also specialize in Final Salary Transfers.

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

12 Sudley Grange, Liverpool, Liverpool, L17 6DY

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COVID-19 Update: I can confirm that the business remains open during this difficult time. We have adjusted our processes so that we can work with both existing clients and new clients remotely at each step of the financial planning process. While people's health and welfare take priority, proper planning now can help safeguard your financial future. Independent financial advice in a simple and straightforward manner. The right advice, for the right people at the right time.