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.

Rav Ghuman - Director

Rav Ghuman - Director

After Graduating from University with a 2:1 in Economics, Rav joined the Bank of New York as a Graduate Trainee. Whilst working in various departments of the Bank he gained invaluable experience of the investment arena. Working in finance, Rav developed a passion for investments and an understanding of the many factors which affect their performance.

 

He trained as an Independent Financial Adviser with Barclays Private Clients, helping clients in all aspects of their financial planning needs. Being able to use his knowledge to help his clients, is what Rav really enjoys about is role. He enjoys building a working relationship with his clients and providing an ongoing advice process. He has experience in helping clients in Investment Planning, Retirement Planning, Tax Mitigation and Protection.

 

Rav has been a regular speaker on Tax and Retirement seminars at both Solihull and Rugby Council as well as the West Midlands Engineering Employers Federation.

 

When his not working, Rav enjoys spending time with his family and friends and is a keen follower of Cricket and Football.

Phil Hart - Director

Phil Hart - Director

After Graduating from University with a degree in Business, Phil joined Mazars the Chartered Accountants where he worked as a Paraplanner in their Financial Services Division.

 

Phil then moved to Aegon to work as a Pensions and Investment Consultant and worked his way up to become a Senior Consultant. Phil developed his pension knowledge and skills whilst at Aegon and went on to pass the G60 (Pension Specialist) qualification. After 5 happy years, Phil decided that he wanted to fulfill his ambition to become an IFA. He moved to Bank of Scotland and became a Corporate Advisor in their Business Banking Team.

 

Phil is qualified up to Diploma Status (Dip PFS) which will be the mandatory qualification to advise clients in 2012 and is currently working towards Chartership.

 

Phil really enjoys building long lasting working relationships with clients. He has experience in helping clients in Pension & Retirement Planning, Employee Benefits, Tax Mitigation and Protection. Phil has been a regular speaker at Retirement seminars for both Solihull and Rugby Council as well as the West Midlands Engineering Employers Federation.

 

When he is not working, Phil enjoys spending time with his young family and socialising with friends. Phil’s pastimes include Golf, Running and Mountain Biking.

Ian Adey - Director

Ian Adey - Director

After leaving the Royal Air Force, in 1991, Ian joined the Financial Services industry as a Financial Adviser for Friends Provident, he progressed to become a Senior Consultant, where he passed G10 (Taxation and Trusts).

 

Ian became an Independent Financial Adviser in 2002 when he joined Moffat Gilbert Financial Planning Ltd., as their Managing Director, and in 2007 he created Beaufort Wealth Management Ltd.

 

Ian enjoys helping his clients in all aspects of their financial planning needs, but also building long term relationships with his clients. He has since furthered his development by passing exams such as JO5 (Pensions Options), and CF2 (Investment & Risk). Ian has a vast experience in helping clients in Pension & Retirement Planning, and he has also been a regular speaker at the retirement seminars for the West Midlands Engineering Employers Federation.

 

When Ian is not working, he enjoys spending time with his young family, and is also a Governor at his daughter’s local Primary School. When time allows he is also keen on most sports especially Cricket, Golf & Rugby Union.

Owen Williams - Financial Adviser

Owen Williams - Financial Adviser

Owen is a Chartered Financial Planner whose specialities are investment and retirement planning. He has worked in the financial sector for over 16 years in which he has also helped Business Owners and Executives make their financial plans needed to achieve their goals. 

 

Owen aims to make sure his clients can afford to do the things they want to do in the future. He said “I'm currently doing lots of work helping people understand the effect of the reducing annual allowances and lifetime allowance for retirement planning. We talk about what we would like the financial future to look like and I then help implement the most efficient plan in order to help get there.”

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.

Latest News

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.

Content