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.

Read some more about us and meet our team

Independent Financial Adviser (IFA) at VouchedFor Top Rated Award

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Brexit – Keep Calm & Carry On Investing

Brexit - Keep Calm & Carry on Investing

Investment Update The result of yesterday’s referendum on whether the UK should stay within the EU led to a narrow…

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The unexpected financial influence of “The Bank Of Mum And Dad”

Recently released data suggests that “The Bank Of Mum And Dad” will lend out £5 billion this year to children…

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What Does Property Look Like As An Investment After 2016’s Changes?

What does property look like as an investment after 2016’s changes?

The buy-to-let market has already seen some significant changes in 2016, perhaps most significantly the increase in stamp duty on…

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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.

LEONIE

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.

KEN

Explains things well so that even complex matters are understandable.

BOB

not happy with your current advisers ?

If it’s not quite working out as you expected with your current advisers,  call us for an initial chat. We will give you an honest assessment of whether and how we could work together.  

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CONTACT US

WHERE TO FIND US

Suite 46 Hilton Hall
Hilton Lane
Essington
Staffs. WV11 2BQ

01902 863494

Brexit – Keep Calm & Carry On Investing

Brexit - Keep Calm & Carry on Investing

Investment Update The result of yesterday’s referendum on whether the UK should stay within the…

read more

The unexpected financial influence of “The Bank Of Mum And Dad”

Recently released data suggests that “The Bank Of Mum And Dad” will lend out £5…

read more
What Does Property Look Like As An Investment After 2016’s Changes?

What does property look like as an investment after 2016’s changes?

The buy-to-let market has already seen some significant changes in 2016, perhaps most significantly the…

read more

Wealth? Fame? Working hard? New research reveals what really makes us happy.

It’s been 75 years in the making and the topic for countless philosophers to muse…

read more