PROSPER MAGAZINE: ISSUE 02 | BEAUFORT FINANCIAL
Co-founders, Paul & Lorraine Gorman believe the longevity of the business stems from the client-centred approach they have taken from day one. Paul explains “We continue to work with clients today who started with us in our early years, and, for me, that’s a real genuine endorsement of the way we work and our family-friendly approach.”
Paul is a Chartered Financial Planner and Chartered Wealth Manager as well as being a Pensions on Divorce Expert (PODE) and Education Champion for the Chartered Insurance Institute.
Located at the prestigious Hilton Hall in Essington, they are ideally situated to work with clients and fellow professionals across the Black Country and Birmingham.
The business is one of 19 partner firms, that comprise Beaufort Financial Planning Ltd, a group that Paul & Lorraine aligned their business with 7 years ago. “This gives us a great balance between local autonomy and the support of a financially strong group with a growing national presence,” explains Lorraine.
As a Chartered Financial Planning firm, it is one of a very small number of firms advising clients in the Black Country who are able to wear this highly respected badge.
The business has matured into one with an increasing focus on working with fellow professionals, both solicitors and accountants, with the majority of new clients referred to them when significant life events occur.
They are increasingly being recognised as financial planners whose strengths lie in exit planning for business owners, retirement planning and financial guidance and planning on divorce.
A milestone has been reached for Beaufort Financial (Birmingham) as it celebrates twenty years as Independent Financial Advisers.
TWENTY YEARS OF ADVICE, PLANNING & CLIENT RELATIONSHIP
At Beaufort Financial, our service combines the “art” of knowing and understanding your life goals, with the “science” of identifying the best financial solutions to help you achieve them.
Contact us for more information: 01902 863494
Suite 46 Hilton Hall, Hilton Lane, Essington, Staffs WV11 2BQ