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.
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.
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