Beaufort Financial (St. Helens)

Independent Financial Adviser 17 George Street, Saint Helens, WA10 1DB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
The art and science of financial planning
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Carl Hey
Independent Financial Adviser
Accreditations
Certified Financial Planner
Lynda Walkley
Chartered Wealth Manager
Accreditations
Chartered Financial Planner
Leigh Tarleton
Director & Independent Financial Adviser
Accreditations
Certified Financial Planner
Where to find us
About us

Established in 2012, the Beaufort Group of companies was created to address an increasing need for the provision of retail financial services advice and solutions.

Our service combines the art of nurturing client relationships with the science of identifying the best solutions to meet your financial needs, based on your goals and aspirations.

Our entire team is dedicated to helping you meet your financial objectives. That starts by identifying what you want to achieve, putting together a plan and then implementing it.
Our planners are supported by a highly knowledgeable and experienced team of administrators and paraplanners.

To get the best results for our clients we know they need to have complete confidence in us; for that to happen we need to be, among other things, approachable and friendly. Our clients tell us there are many reasons they chose to work with us, and continue to do so and these are but a few.

We work from our office in St Helens which we share with Livesey Spottiswood Chartered Accountants. From this location, we can provide financial planning and advice services to people across the North West including St Helens, Liverpool and Manchester.

Our services

Over the years, we have developed a particular understanding of the specific needs of six ‘types’ of client; business owners & directors, higher earners, people with wealth, young families, trustees and companies. That means we have the specialist and in-depth knowledge of their financial challenges and how to address them. With three financial advisors in house, you are guaranteed to find the expertise you need at Beaufort Financial St Helens.

We love working with our clients. The feedback we get from them tells us they feel the same.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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