Who We Are

At Beaufort, since we were established in August 2007, we have prided ourselves in being an effective and friendly team.  There are ten of us altogether and the team is made up of highly experienced independent financial advisers and dedicated, efficient support staff.  The support team consistently and cheerfully demonstrate the sort of organisational skills that keep the wheels turning on the journey towards the best possible outcomes for our clients.  

Our unique approach to teamwork is demonstrated by the fact that all advisers are remunerated equally.  Therefore clients have the reassurance of being a Beaufort client rather simply a client of an individual adviser, and they can look forward to enjoying the commitment of the whole team.

We have a strong sense of joint endeavour, based upon our core values of integrity and professionalism.  Clearly clients appreciate the way the whole team pulls together in delivering our respective areas of expertise, as we have seen our business grow mainly through customer referrals and reputation.

We also have a solid reputation with the professional community, which means we have forged close links with accountants and solicitors.  This enables us to provide a seamless and holistic service in complex situations.

And the most important aspect of our business is the relationship we have with our clients as we work together, often for many years, keeping financial plans on track throughout life’s ups and downs.

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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Get in Touch

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

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862 Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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