Beaufort Financial (Westerham)

Independent Financial Adviser  The Cart Shed, Home Farm, Westerham, Kent, TN16 1SL
First meeting at adviser's own cost
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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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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Travel
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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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EEA
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Rest of world
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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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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
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

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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 pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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