The Beaufort Group provides services for Employers, Financial Advisers and their Clients.

Built by Financial Advisers for Financial Advisers, we understand the need for high-quality financial advice and investment management. By putting clients at the heart of everything we do, we have developed a business which delivers exactly that.

We also know that in an ever-changing world, Financial Advisers need support to help them run successful businesses. We look to grow our ever increasing network of IFAs who are looking for a genuine partnership and who want to take their business to the next level with the support of a national, professional brand.

The Beaufort Group of Companies comprises:

As a group we have...

£1024900000 Assets Under Management
60 Financial Advisers
19 Partner Firms
25000 Clients Who We Advise