Beaufort Financial Plus Ltd

Independent Financial Adviser  26 Azalea Road, Weston Super Mare, Bristol, BS22 9TJ
First meeting at adviser's own cost
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value.
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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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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 ISA
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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
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Simon Brannigan
About us

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!

Our services

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.

Where to find us
Head office address: 26 Azalea Road, Weston Super Mare, Bristol, BS22 9TJ
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
10/10
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FCA authorised
Last authorised 19th October 2020

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