Key Facts

The Beaufort Group is built from a 30 year IFA heritage.


The Beaufort Group was founded in 2012


The Beaufort Group provides services for:

  • Financial Advisers
  • Investors
  • Employers

The Beaufort Group comprises of:

  • Beaufort Financial
  • Beaufort Investment Management
  • Beaufort Consulting

Beaufort Financial has:

  • 13 partner firms
  • 55 investment advisers

Beaufort Investment Management has:

  • 42 model portfolios
  • A 13-year investment track record
  • £753 million under management