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Welcome to the Beaufort Group

Established in 2012, the Beaufort Group of Companies was created to address an increasing need for retail financial services advice and products. Our aim is to deliver sophisticated financial planning and investment management to individuals and companies in a transparent and value-driven manner through partnerships with advisory firms and distribution of our portfolios and funds to external clients.

Providing life planning services for clients and business support for Independent Financial Advisers.

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Investment Management for Independent Financial Advisers and their clients.

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A dedicated mortgage service that searches the market to find the right deal for their clients.

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COVID-19. Working with you

COVID-19 is affecting us all. We need to work together to stay safe, and we want to reassure you of the steps we are taking at Beaufort Group

Following the announcement from the Prime Minister all of our staff are now working from home.

Safety is paramount and we all have a responsibility to protect one another, especially the more vulnerable members of our community. We have technology in place that will allow us to “meet” virtually and for all staff to work from home effectively.

Importantly, we plan to continue offering the same high level of service, albeit in a largely non face to face environment.

Communicating with Us

We are well equipped and also experienced in conducting and carrying out virtual meetings.

You can continue to call us on our usual office number. If we are unavailable, please do leave a message. We will get back to you.

If it is necessary to send post, please alert the addressee to expect it so we ensure important documents are actioned.

Ongoing

We continue to monitor the situation regarding COVID-19 and are following all advice issued by the Government and Public Health England.

Thank you for your support and understanding. We will keep in touch as things change but do not hesitate to contact us if you have any questions or concerns.