Beaufort Liverpool Ltd

Independent Financial Adviser  4 St Paul's Square, Liverpool, Merseyside, L3 9SJ
First meeting at adviser's own cost
Having been in the financial services industry for over 30 years we are experienced, professional and well-qualified to give you the advice to suit your needs.
We can advise you on
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Annuity purchase
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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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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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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Capital gains tax
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Estate planning
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Income tax
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Corporate pension
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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 life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Stephen McMunn
About us

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 services

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!

Where to find us
Head office address: 4 St Paul's Square, Avenue HQ, Liverpool, Merseyside, L3 9SJ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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