Beaufort Financial (Mansfield)

Independent Financial Adviser  Beaufort Financial Planning Ltd, Mansfield, Nottinghamshire, NG21 0HJ
First meeting at adviser's own cost
Helping you to achieve your financial objectives
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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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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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
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Paul Hyde
Managing Director and Independent Financial Planner

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Charles Hillyer
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

We provide personal financial advice to help you reach the goal of financial freedom.

All of our advisers have achieved the stringent qualifications and administrative standards set out by the Financial Conduct Authority (FCA) and hold the mandatory Statement of Professional Standing, issued to authorised financial advisers only.

Our services

- Pension freedom

- High earners/ people with wealth

- SME exit planning

- Inheritance tax

- Estate planning

- Business owners/ Directors

- Private/ Corporate clients

Where to find us
Head office address: Beaufort Financial Planning Ltd, Ransom Hall, Southwell Road West, Rainworth, Nottinghamshire, Mansfield, NG21 0HJ
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
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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