Beaufort Financial (Pembs)

Independent Financial Adviser  West Offices, Carew Airfield Business Park, Tenby, Pembrokeshire, SA70 8SX
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 review
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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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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Alex Thomas
Tyenne Morgan
Independent Financial Adviser
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

- Trustees/ Trust review

- High earners/ people with wealth

- Young families

- Inheritance tax

- Estate planning

- Business owners/ Directors

- Private/ Corporate clients

- Retirement planning

- IHT mitigation

- Wealth management & investment

Where to find us
Head office address: West Offices, Carew Airfield Business Park, Sageston, Tenby, Pembrokeshire, SA70 8SX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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