Beaufort Financial (Three Counties) provide the standard of service that used to be available in the private banking world. A service that provides informed recommendations for each individual client’s circumstances and ambitions, not only on day one but on an ongoing basis, taking advantage of new opportunities as they arise.
The team at Beaufort offers a comprehensive service to clients looking for a personal, bespoke, approach to their financial affairs. This includes specialist skills in:
Investments: including ISA portfolios to complex trust funds
Life Plans and Financial Plans
Retirement: building your pension fund to making the most of your capital before, at and after retirement
Protection: ensuring you and your family are financially secure in a crisis to protecting your estate from the taxman
Tax planning for non-UK residents or those moving away from the UK
Tax strategies for family businesses
Business Strategy, from ambitious new ventures to succession planning
Mortgages, including people buying their first home, moving up the ladder or investing in property
Tax mitigation for private clients and businesses
Alternative pension investments
Schemes which offer significant income tax relief
Prestbury Marketing look after Beaufort Financial (Three Counties) Social Media activity. We also advise them on marketing strategy and tactics.