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 Capital Solutions

Beaufort Financial has:

  • 16 partner firms

Beaufort Investment Management has:

  • 42 model portfolios
  • A 14-year investment track record
  • £979 million under management