Beaufort Financial

I recently retired and engaged the services of Beaufort Financial to provide my wife and I with advice on the best long-term use and protection of our savings. The company carried out a thorough investigation of our financial situation, supplying us with a financial plan for the next 15-20 years which greatly assisted us in choosing the best investment opportunities. We are very pleased with the guidance and support provided by Beaufort Financial and highly recommend them.
Nov 30th, 2020

As an independent financial adviser, Robert Burns at Beaufort Financial helped me to achieve my objectives for a more efficient and lower cost pension and investment solution. His professional approach ensured my requirements were met exactly and the transfer to a new provider was handled efficiently. I am very satisfied with the outcome and how my investments are performing, despite these challenging times.
Oct 19th, 2020