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 Planner and holds the CERTIFIED FINANCIAL PLANNERTM 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.
Andrew is considered to be a leading industry expert, writing each week for the Yorkshire Evening Post and frequently featuring in the Mail on Sunday as well as having appeared on Radio One News-Beat. Andrew has very definite ideas on financial planning and what he can offer clients. He places great store on the trust he has gained from his clients over many years and is passionate about customer service, truth and loyalty.
Andrew is committed to the Financial Planning Process and delivers this in a way that is easy for his clients to understand. 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 and live it! Andrew also loves to help people save money on their tax bill!
Andrew’s hobbies include mountain walking with his Siberian husky, biking and he is Assistant Scout Leader at the Tadcaster Scout Group. Andrew is also a keen follower of the Leeds Rhinos.
In September 2009, Andrew and his father climbed Mount Kilimanjaro raising money for the Martin House Hospice in Boston Spa. In July 2011 Andrew and his wife Sarah completed a cycle ride from London to Paris, this time raising money for Help for Heroes.