For Advisers

Bringing a blend of art and science to the financial planning industry


6 Reasons to work with Beaufort


Fund

We know how difficult finance can be. Whether you are a new firm starting out, or an established firm that is looking to grow, we will help you to fund those plans.

Reward

We offer qualifying partners equity in the Beaufort Group. That’s real equity, not a ‘promise’ of a reward based upon future events which may or may not happen.

Independence

We know how important this is. We strongly believe in the benefits of independence. All advisers working with Beaufort will retain their independent status.

Market

Our unique range of marketing support will help you attract and retain new clients, allowing you to grow your practice. We specialise in marketing to both professional introducers and potential clients.

Grow

We can help you attract new advisers and paraplanners. As well as recruitment, we can also help with your HR, compliance, back office, IT and administrative needs.

Measure

Our bespoke Beaufort Dashboard shows you all the vital management information for your business on daily basis – all in one place.