helping you plan for those important life events and if life changes unexpectedly
We have been providing financial planning and advice to our clients since 1999 and have been part of and members of the The Beaufort Group since 2013.
With office locations in Essington, Staffs and the centre of Leamington Spa, we can provide a “face to face” personal service to people across the West Midlands, Warwickshire, Staffordshire and Shropshire.
Our approach to financial planning and advice means, that you can be assured, we will:
listen, until we fully understand what you want your money to do for you,
talk, in plain and simple language.
put together solutions to help achieve your needs and objectives.
communicate regularly to manage what we put in place and help keep you on track.
Beaufort clients benefit from a team based approach, led by a highly qualified adviser who is both a Chartered Financial Planner and Certified Financial Planner (CFP) Professional.
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financial planning and advice
Financial Planning is about helping you to get to where you want to be financially and supporting you when you do.
We can help you understand whether your current and future financial position will allow you to attain your goals, and if not, what action you need to take to make them attainable.
Read some more about Financial Planning and how we can work with you
The three areas of financial planning shown below are the most frequent that our clients ask for advice on
what some of our clients have said
Paul has been extremely patient and understanding coping with my several ‘senior moments’. He has explained everything in such a way that I understand and has never made me feel rushed into anything.
The thing that I value about dealing with Paul is that he listens properly and clarifies points very well. He takes away the ‘jargon’ and puts things into simple and understandable terms. I cannot recommend him highly enough.
Explains things well so that even complex matters are understandable.