Beaufort Financial (Liverpool)

Independent 12 Sudley Grange, Liverpool, Liverpool, L17 6DY
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
14th October 2019
The art and science of financial planning
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Steve Lavelle
Where to find us

12 Sudley Grange, Liverpool, Liverpool, L17 6DY

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0