Client connections are the cornerstone of Beaufort Financial, a national and independent firm based in Surrey. With the business offering marketing, compliance and administration support to all advisers, it intends to free advisers up to do what they do best: serving clients.

Beaufort Financial is an ambitious firm that has grown rapidly in recent years with new appointed representatives joining regularly.

The firm also actively engages in charity activities. Beaufort Financial’s Reading office announced in 2019 that it had raised a milestone of £250,000 for the Ark Cancer Centre in Basingstoke. It has also supported the Berkshire Community Foundation, which raises funds and makes grants to local charities and community groups. This continued in 2020 and 2021 with online-based quizzes and accumulator challenges.

The team has recently been able to get back outside again for charity bike rides and walks.