We will tailor our advisory service to suit you so we will meet you at your home or conduct a meeting on the phone. You can choose the time and place of the meeting including meeting in the evening or at weekend.
One of the key points to remember with ourselves is that the initial meeting and the advisory process is at our costs. There is generally no charge unless we can demonstrate to your satisfaction that our recommendations will be of benefit to you. As simple as that!
Beaufort Financial is authorised and regulated by the Financial Conduct Authority. Check us out on the FCA Register at <url hidden>
Our speciality and goal is to work with individuals to review and plan pension benefits either prior to or at retirement, together with giving investment and protection advice.
We try and achieve this by working closely with you to identify what is really important and then create an individually tailored plan.
All our meetings are conducted in a friendly and professional atmosphere, trying to avoid the usual financial jargon! Once a financial plan is in place, we then take care of it so that you can continue to live in the knowledge that your financial affairs are being looked after for the benefit of you and your family.
As you might expect, we give totally independent advice. This means that we work on your behalf and we are not tied to any insurance company. We research all of the insurance companies, products and funds in the UK market to get you the best deal. The benefit to you is that you get the best contract at the lowest price!
All advice that we give to our client's is checked by our Compliance Department prior to any recommendations being made. The checks are in place to ensure your peace of mind that an independent assessment has been made to assure the quality of our recommendation
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.