Beaufort Financial (Westerham)
Helping you to achieve your financial objectives
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Buying commercial property
check
Next home / Remortgaging
check
Self-employed mortgages
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Savings for children
check
School fees planning
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Buildings and contents
check
Income protection insurance
check
Payment protection insurance
check
Tax & trust planning
chevron_up
check
Expatriate finances
chevron_up
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
chevron_up
check
Stockbroking services
check
Long Term Care
chevron_up
Last authorised 18th January 2021
Meet our advisers
Gerard O’Donoghue
Independent Financial Adviser & Partner
Brian Davies
Independent Financial Adviser & Principal Partner
Brendan McGrath
Independent Financial Adviser & Partner
Felix Cole
Independent Financial Adviser & Partner
Iain Parkhouse
Independent Financial Adviser
Iain Whitechurch
Independent Financial Adviser & Partner
Paul Blakeney
Financial Adviser
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
- Pension freedom
- Trustees
- High earners/ people with wealth
- Young families
- Inheritance tax
- Estate planning
- Business owners/ Directors
- Private/ Corporate clients
Where to find us
Head office address: The Cart Shed, Home Farm, Squerryes Estate, Westerham, Kent, TN16 1SL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face