Tel: 0845 013 4500 or e-mail:


Yorkshire Based INDEPENDENT Financial Planning

Boston-House-Beaufort PlanningBeaufort Planning is an Independent Financial Adviser Business located in the centre of Boston Spa, near Wetherby, Harrogate, Leeds and York.

Beaufort Planning is part of a select group of like-minded UK adviser businesses.

The Yorkshire office is independently owned and run by Andrew and Sarah Elson, both highly respected financial advisers within the Yorkshire area. Our business has been awarded the accolade of Chartered Financial Firm Status.

Who are we?

What is Financial Planning?

Modern day life can be very busy.

So much so that’s it’s all too easy to pay very little attention to managing your money and planning for your future. Yet, never before has financial planning been so important (Our goal is to help our clients create their financial plan so that they can live the life they want to lead and then make sure they stay on track).

Click play on the video below to watch this video about how financial planning can help you:

At Beaufort Planning our aim is to give you peace of mind by working with you to create your financial plan, that is tailored to meet your life goals. We then continue to work with you to help you stay on track.

People come to us when they are faced with a confusing financial issue, or just want to see if there is a better way.

They stay with us and recommend us.

Our Service

Award-winning Service

Top Rated
Independent Financial Adviser (IFA) at VouchedFor Top Rated Award
Our clients experience first-hand our commitment to the highest levels of service. In testament to the feedback written about us, Vouched For, a client review site for independent financial advisers, mortgage advisers and solicitors consistantly highlight Andrew Elson as a “A UK TOP IFA” in national campaigns.

At Beaufort Financial Planning, the focus is on your values and what’s important to you as a client.

VouchedFor rating and reviews for Andrew Elson, IFA WETHERBY

It’s About You


Advice delivered with care

Andrew Elson

Andrew is a Founding Principal Partner of Beaufort Equity Partners LLP and the owner of Beaufort Financial Planning (Yorkshire). He is one of a very small number of Independent Financial Advisers who is both a Chartered Financial Planners and holds the CERTIFIED FINANCIAL PLANNERCM Professional licence.

Andrew’s goal is to help his clients create their financial plan so that they can live the life they want to lead and then make sure they stay on track.

Meet the team



If you are interested in finding out how we can help you with your financial planning, we would welcome your call.

Call us at our Boston Spa offices on 0845 013 4500

Or e-mail:

We look forward to hearing from you


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