Response rating
10/10
FCA verified
18th September 2017

Beaufort Planning

Independent Financial Adviser Boston House, 214 High Street, Boston Spa, Wetherby, West Yorkshire, LS23 6AD
First meeting at adviser's own cost
Finding solutions to your financial questions and helping you to achieve your financial and lifestyle goals.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Travel
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Long term care
Meet our advisers
Andrew Elson FPFS CFP
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Sarah Elson Dip PFS ACSI
Financial Planner
What our clients say
Andrew has supported me and family with advice on savings and investments. Andrew has a very good manner; he is extremely approachable and explains the various options very clearly. Andrew takes a holistic view of planning and focuses, not just on the current status, but on the long-term plan. He is always very well organised and has all the relevant documents available for review. Andrew can respond very quickly if we need to make changes and I would have no hesitation in recommending him to others.
Mr H, Leeds
Andrew is one of the most professional people I have worked with in Financial Services. He is passionate about ensuring everything he does is to a high standard and has great client focus and he expects the same of his team and colleagues. Andrew is committed to his own self development which is evidenced by his chartered financial planner status and I would have no hesitation in recommending him.
Mrs S, Hull
Andrew is a top notch Independent Financial Planner. We have collaborated on a number of occassions, and Andrew always demonstrates great knowledge and expertise of the financial services industry and the benefits of independent financial planning and advice. There are few independent financial advisers as well qualified with such a strong focus on serving his customers. If you are looking for an independent financial planner or for expert financial services commentary, then Andrew is your man!
Mr M, Bristol
Where to find us
About us

We provide jargon free independent financial advice that motivates our clients to achieve their financial goals. We help to remove all the hassles in managing your finances and follow the principle, in that if we can do the paperwork for you we will.

Our services

Helping you to understand what you need to do to achieve your financial goals and live your desired lifestyle, in the most tax efficient manner.

Explaining how your financial products work in a clear and straight forward way, so that you clearly understand the benefits they give you.

We work with you on a regular basis to ensure you stay on track and remain confident in your financial future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Compliance

Beaufort Planning is a trading name of Beaufort Financial Planning (Yorkshire) Limited. Beaufort Financial Planning (Yorkshire) Limited is an appointed representati ve of Beaufort
Financial Planning Limited, Beaufort House, 85-87 Basingstoke Road, Reading, Berkshire, RG2 0HA which is authorised and regulated by the Financial Conduct Authority. Beaufort
Financial Planning (Yorkshire) Limited. Registered Office: Boston House, 214 High Street, Boston Spa, Leeds, Yorkshire, LS23 6AD. Registered in England & Wales No. 07047747.

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