Beaufort Financial (Mansfield)
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Financial planning
- Wealth management
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Office 4, Ransom Hall South, Ransom Wood Business Park, Southwell Road West, Nottingham, Mansfield, NG21 0HJ
Contact 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 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 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 these are but a few.
We work from our office in Mansfield set in the heart of beautiful Ransom Wood, a 70 acre woodland park. From this location, we can provide financial planning and advice services to people across the East Midlands including Nottingham, Derby, Leicester, as well as Mansfield itself.
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 Mansfield.
We love working with our clients. The feedback we get from them tells us they feel the same.
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