About Us


With thirty years experience in financial services, Simon Goldthorpe formed Beaufort Asset Management to 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 on-going basis, taking advantage of new opportunities as they arise.

With specialist skills in taxation, trusts, pensions, mortgages, investments and protection, the team at Beaufort offers a comprehensive service to clients looking for a personal, bespoke approach to their financial affairs. An independent financial advisory practice, its advisers search the whole market for the best solutions and have no restrictions on the financial products and funds they are able to recommend. Furthermore, the cost of receiving financial advice is completely transparent.

All Beaufort advisers have achieved the stringent qualification and administrative standards set out by the Financial Conduct Authority and hold the mandatory Statement of Professional Standing issued to authorised financial advisers only.

To discuss how we may help you, please get in touch.

 

Please note that the Financial Conduct Authority does not regulate taxation and trust advice.