Joining Forces: Coventry Money Centre Limited

Beaufort Wealth Management Ltd are proud to announce that they are joining forces with Coventry Money Centre Ltd. As Gary Lindop approaches his retirement he has sought a like-minded independent financial adviser firm to ensure his clients are well looked after and he will continue to work with his clients as they get to know the members of the team at Beaufort.   

Beaufort Wealth Management Ltd has built a good reputation through the years and the business has mainly grown through customer referrals, proving their commitment to client satisfaction. They also have a solid reputation with the professional community, having forged strong relationships with accountants and solicitors.

For Beaufort, this new partnership is yet another example of how they are committed to managed business growth, adding experience and new expertise to their ever growing team. Beaufort Director, Phil Hart, said "we are delighted to be working closely with Gary who has grown his business based on excellent service and good business ethics. We look forward to working with him and his clients, and continuing what he has put in place".

 

About Us

We are a firm of highly experienced independent financial advisors based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
4 Jephson Court,
Tancred Close
Leamington Spa,
Warks,
CV31 3RZ
01926 460156

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