Beaufort Financial Planning Limited (Company No. 06903173, FCA No. 512214) operated as an Appointed Representative firm within the national Beaufort Financial partnership of Independent Financial Advisers (IFAs). The firm provided a range of financial planning and advisory services, including retirement planning, investment management, and protection advice to individuals and businesses in the UK. While this specific legal entity was dissolved in September 2023, the "Beaufort Financial" brand continues to operate through other authorised entities, such as its principal firm, Beaufort Financial Planning (UK) Limited. It is important to distinguish this firm from the separate, collapsed firm "Beaufort Securities Ltd".

Founded in

United Kingdom