Beaufort Wealth Management

There are sixteen of us altogether and the team is made up of highly experienced independent financial advisers and dedicated, efficient support staff. The support team consistently and cheerfully demonstrate the sort of organisational skills that keep the wheels turning on the journey towards the best possible outcomes for our clients.

Today's challenging economic environment combined with the vast choice of financial products available, leaves even the most sophisticated investor uncertain about which direction to take. Whether it's pensions, life assurance, trusts or investment and savings plans, the marketplace has become increasingly complex and more difficult to navigate.

The process is straight-forward and there are just seven steps towards helping you reach your financial goals. We recognise the importance of listening and take time to fully understand your needs and what you hope to achieve. This initial consultation is free of charge and usually takes about an hour.

At Beaufort Wealth Management Limited we use cash flow modelling. By matching a client's present and expected future liabilities with their income and capital an adviser can make recommendations that will "ensure the client doesn't run out of money before they run out of life."

The assumed rates of growth, income, tax and so on that are used to form the basis of any cash flow modelling exercise will always ultimately be wrong, therefore regular reviews and reassessments are required to ensure the client remains on track.We can use it to plan scenarios, such as whether the markets go up or down, which in uncertain times is very reassuring.

Wealth managers can provide advice on where to invest your money and/or take instructions from you on where you would like your money invested. Investments vary in risk and return depending on whether they are held as cash deposits, equities (stocks and shares), government and corporate bonds or as a variety of more alternative investments.