The Beaufort Group is a network of independently-owned financial advisory firms located across the United Kingdom. Established as a partnership, its primary mission is to provide high-quality, client-focused financial advice by supporting its member IFA firms with compliance, technology, and investment management services through its Discretionary Fund Management arm, Beaufort Investment. The group focuses on holistic financial planning, including retirement, investment, and estate planning for private clients and businesses. It is important to distinguish the active advisory network, The Beaufort Group, from the now-defunct stockbroking firm Beaufort Securities Ltd, which was a separate legal entity that collapsed in 2018.

Founded in

United Kingdom