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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Pensions & retirement

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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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Mortgages

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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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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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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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Tax & trust planning

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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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Expatriate finances

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EEA

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Rest of world

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Business

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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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Stockbroking services

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Long Term Care

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Long term care

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 11th October 2021

Meet our advisers

MR Gerard O’Donoghue

Independent Financial Adviser & Partner

MR Brian Davies

Independent Financial Adviser & Principal Partner

MR Brendan McGrath

Independent Financial Adviser & Partner

MR Felix Cole

Independent Financial Adviser & Partner

MR Iain Parkhouse

Independent Financial Adviser

MR Iain Whitechurch

Independent Financial Adviser & Partner

MR Paul Blakeney

Financial Adviser

Qualifications & Accreditations chevron_up

Diploma In Financial Planning (CII)

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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, TN16 1SL

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 11th October 2021

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