Beaufort Financial (Worcester)

Independent Financial Adviser  6 Bank Street, Malvern, Worcestershire, WR14 2JN
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FCA authorised
Last authorised 14th September 2020
We help individuals and businesses plan for their financial future providing a personal approach to all aspects of financial planning.
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Robert Burns
Chartered Financial Planner
About us

Beaufort Financial is a financial planning firm, proud to be part of the Beaufort Group of companies established in 2012.

We focus on the Art and Science of financial planning. The Art is to know and understand your financial goals and the Science is finding the best solutions to meet your financial needs based on your lifetime goals and aspirations.

Our 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.

The chemistry between you and the adviser must be right. You have to feel that you can be open and honest with them over what will hopefully be a long-term relationship.

Our clients tell us there are many reasons they choose to work with us.

We look forward to your call.

Our services

We provide independent financial advice to clients of all types, regardless of their personal wealth and stage in life.

Our services include specialist skills in investment planning, retirement planning, working with business owners and directors, protection planning and tax strategies

We believe that the more our clients understand their current situation and the options available to them to achieve their lifetime financial goals, the better able they are to make informed decisions about their finances.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£500,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

6 Bank Street, Malvern, Worcestershire, WR14 2JN

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