Beaufort Financial Plus Ltd
I have worked in the financial services profession for over 30 years and been an Independent Financial Adviser for the last 20 years.
I specialise in Lifestyle Financial Planning for my clients ensuring that they never run out of money during their lifetime and implementing Legacy Plans to ensure my clients estates go exactly how and where they want them to. I also work with business owners of SME’s ensuring the business can continue if disaster strikes the partners or directors. Ask me about the best methods of extracting profits from your Ltd company!
In a word "Protection". I protect your wealth now and for your future generations later on. I protect your loved ones with provision after you have gone and I protect your own interests at the point that you may no longer be able to act for yourself. I give you an opportunity to see into your financial future and if you don't like what you see I can provide advice and guidance on how best to change it for the better.
-
FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.