Beaufort Financial - Nottingham

Introduction

Beaufort Financial Planning Limited, situated at 22 Frome Gardens in the quaint town of Bingham, Nottinghamshire, United Kingdom, is a distinguished financial consultancy firm. With a commitment to providing personalized and comprehensive financial planning services, Beaufort Financial has been assisting clients in navigating their financial journeys with confidence and clarity.

Main Services

• Financial Consultation: At the heart of Beaufort Financial's offerings lies their expert financial consultation service. Their team of experienced professionals works closely with clients to understand their unique financial goals, risk tolerance, and aspirations. They then develop tailored strategies to help clients grow, protect, and enjoy their wealth.
• Pension Planning: Beaufort Financial specializes in pension planning, helping clients make the most of their retirement savings. They provide guidance on pension scheme selection, contributions, and drawdown strategies to ensure clients' financial security in their golden years.
• Investment Management: The firm offers bespoke investment management services, designed to align with each client's investment objectives and risk profile. Their team employs a rigorous research process to identify suitable investment opportunities across various asset classes.
• Estate Planning: Beaufort Financial also assists clients in organizing their affairs efficiently and effectively through estate planning. Their services include will writing, trust creation, and inheritance tax planning to help clients preserve their wealth for future generations.

Location and Access

Beaufort Financial is conveniently located at 22 Frome Gardens, Bingham, Nottingham NG13 8YJ, United Kingdom. The premises are easily accessible, with the following transportation and parking options:

• By Car: The firm is situated just off the A52, providing easy access from both Nottingham and the surrounding areas. There is a wheelchair-accessible car park available on-site for clients and visitors.
• By Public Transportation: Bingham Train Station is approximately a 15-minute walk from the office. Several bus routes also serve the area, with stops nearby.

Featured Characteristics

• Personalized Service: Beaufort Financial prides itself on delivering a personalized and holistic approach to financial planning. Each client receives undivided attention and a customized financial roadmap.
• Qualified Team: The firm's team comprises highly qualified and experienced financial professionals, committed to delivering excellence in their field. They maintain continuous professional development to stay updated with the latest industry trends and regulations.
• Transparent Communication: Beaufort Financial believes in open and transparent communication with its clients. They ensure that clients understand their financial plans and the associated costs, providing regular updates and reviews.

Practical Information

• Contact Details: You can reach Beaufort Financial via telephone at 1949239002 or visit their website at beaufortfinancial.co.uk for more information.
• Office Hours: The firm operates during standard business hours, Monday to Friday, from 9:00 AM to 5:00 PM. However, they recommend making an appointment to ensure a dedicated team member is available to assist you.
• Accessibility: The office is wheelchair-accessible, with a toilet available on-site to accommodate all visitors' needs.

Positive Aspects from Client Reviews

Beaufort Financial has received an impressive average rating of 5/5 from clients on Google My Business, with a total of 2 reviews. Clients have praised the firm's detailed approach and clear, sound advice, as well as the guidance provided to help them make informed decisions about their financial future. The firm's commitment to personalized service and transparent communication has also been highlighted as standout features by satisfied clients.

In the words of one client, Gurmit, who recently sought support from Beaufort Financial in evaluating pension options: "Her detailed approach to the analysis, clear sound advice and guidance allowed me to make an informed decision." This testimonial exemplifies the positive impact Beaufort Financial's services have on clients' financial journeys.

Beaufort Financial Planning Limited is registered in England & Wales with company number 07876189. Their registered office is located at Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, GU14 6XR. The Financial Ombudsman Service is available to help resolve individual complaints that clients and financial services businesses have been unable to resolve themselves. For more information, please visit www.financial-ombudsman.org.uk.

👍 Reviews of Beaufort Financial

Sushma K.

5/5

Gurmit recently supported me in evaluating my pension options. Her detailed approach to the analysis, clear sound advice and guidance allowed me to make an informed decision.

She is an expert in her field and gives honest, no non-sense, jargon free advice and guidance on all aspects of financial planning. Gurmit is very trustworthy, responsive and professional. I would not hesitate to recommend her services.

Tony A.

5/5

Gurmit is both friendly and professional and always has my financial interests at heart. She offers sound advice that is both practical and insightful and has looked after my affairs for over 4 years now. I would happily recommend her and her team who are also great!