Beaufort Financial (St. Helens)

Independent Financial Adviser  17 George Street, Saint Helens, WA10 1DB
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FCA authorised
Last authorised 18th October 2021
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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Investment trusts
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OEICs
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Offshore investments
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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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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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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
Meet our advisers
MR Leigh Tarleton
Director & Independent Financial Adviser
MS Lynda Walkley
Chartered Wealth Manager
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

- Retirement

- High earners

- Business owners/ Directors

- Divorce

- Charities

- SME exit planning

- Wills & probate

- Trust reviews

- Inheritance tax

- Estate planning

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

17 George Street, Saint Helens, WA10 1DB

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