Beaufort 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.
Andrew and Sarah set the business up in June 2004 after leaving a safe and secure career path with Lloyds TSB. They are both passionate about helping people minimise tax and find the right financial solutions that allow them to lead the life they dream of. Working for a bank didn’t allow this, as they were being constrained about which products they could offer.
Today, the business is a highly respected provider of advice within the Yorkshire area and is investing heavily to create a solid foundation to allow for successful expansion.
Andrew, Sarah and the team have built the business on a firm commitment to customer care and the culture of the business reflects this. All advice puts clients first and the business is proud that many of our clients are recommended to them by family and friends.
Beaufort Financial Planning (Yorkshire) Limited are a firm of Chartered Financial Planners, which is the highest level achievable.
We are members of the Chartered Insurance Institute, for further details of what this means, please visit the Chartered Insurance Institute site or watch this video below.