Discover what our clients have to say about Beaufort Asset Management.

We wish to express our thanks for your advice and professionalism, and that of Beaufort Asset Management, in helping us understand how to achieve our financial goals long-term. Since becoming clients and receiving your investment proposals we have a much better understanding of what our assets can achieve for us, and the confidence to spend if we choose, now and in the future.

Ken & Marlene Barter   

Having been less than satisfied with various Financial Advisers in the past, I am pleased to find that Beaufort are proactive with advice and always available to explain the options. I have found them easy to deal with and a pleasure to work with.

Peter Bain, Marlow   

We tested the market for company pensions and Beaufort came out top on all criteria – performance, service and cost.

VP, HR Director   

The guys at Beaufort have been handling my pensions and investments since I started my business over 20 years ago and I have never had a concern about what’s happening to my money, even in these difficult times. Always responsive, reactive and they keep me fully informed. Great people to do business with.

Tim Hollingworth, Managing Director, Geographic Manufacturing Ltd   

Simon Goldthorpe and his team have been managing myassets since 1994. What differentiates them from all other financial services organizations with whom I have dealt is the very personal way in which they deal with my investments. They custom fit their services to my needs. I always know what they are doing for me and, more importantly, I always know why.

Chris Ramsdale, Sarnano, Italy   

Andy Nicholls totally understood my father’s requirements and his recommendation was exactly what my father was looking for. He was not only extremely polite and patient, he was extremely professional and was able to appease my father’s concerns in a matter of minutes and completely put him at ease. A true gentleman! My father recently released equity on his house. As you can appreciate it can be a very daunting experience, especially for someone who is in their 80s. He needn’t have worried. From the onset, Beaufort were fantastic! One of their representatives, Andy Nicholls, made the journey to Potters Bar from Reading to save my father the trouble of travelling so far. Andy Nicholls continued to provide support throughout the processing of the transaction. Beaufort were quick to answer any queries that came up during the course of completion, and extremely efficient in chasing any outstanding issues. I can only sing their praises and would certainly not hesitate to recommend them to anyone I know.

Antonella Casali   

On behalf of Angela and Roger, as well as myself, we would like to thank you for all your help securing the refinance of their mortgage. In these challenging times we are very well aware of the difficulty that such negotiations present and we are very happy at the way that this was resolved.

Roger and Angela Beere (Oxted) and Laurence Beere (Bath)   

Benefits provision to our staff is extremely important and through their professionalism, quality of advice, commitment and expertise Beaufort Asset Management play a key role in maintaining and improving interest in becoming a member of our pension scheme.

John Marsden, Director Mercedes F1   

Beaufort have provided me with an outstanding level of service and, more importantly, excellent financial results on my investments in a very difficult market. The team’s investment, pension, tax and trust advice has saved my family thousands of pounds. They are a delight to deal with. They make complex advice seem simple to understand and are always there at the end of the phone.

Katherine Thomson, CEO, Catalyst Ltd   

It’s not just the portfolio performance; it’s the level of service and clarity of thinking that’s so impressive.

RT, Banbury   

It’s great to have all the options explained and to know that help and advice is just a phone call away.

KH, Daventry   

I’ve used a few Asset Management companies over the years but I have to say no one comes close to the service offered by Beaufort.

MC, Marlow   

Since moving house is one of the most stressful things that someone can do in their life, it is really important to find the right advice to ensure that you get the right mortgage to suit your needs. Andy was so helpful in advising us on the mortgage that we could get and afford as well as ensuring that we got the best possible rate and term. Being a first time buyer, the advice on timings and other items that we needed, like insurance, were really crucial too and we got some great advice from which to proceed. We’ve started a long-term relationship with Andy now and will be seeking his advice again when our mortgage deal comes up in the future to ensure that we keep getting the best possible deal. We are thankful for Andy’s help and advice along the way, he made the entire process so much easier.

Esme Smith