We are a Corporate Chartered Financial Planning firm and are one of a growing number that make up Beaufort Financial Planning Ltd.
We are told we are both approachable and friendly. We love working with our clients. The feedback we get from them tells us they feel the same.
Our Corporate Chartered status sets us apart from other advisers and planners.
Fewer than 700 firms have achieved this prestigious status, awarded by Chartered Insurance Institute (CII).
This is our profession’s gold standard and confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.