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Why Us.

At Beaufort Planning, we pride ourselves on the long-lasting relationships we’ve built with our clients, many of whom have been with us for a number of years and have referred us to their friends and family. They tell us it’s because of the exceptional and consistent level of service we’ve provided them with, which they value and trust. This trust is vital when you are going to share information about your life and your finances.

We’re passionate about helping you achieve your goals and to do that to our best we believe we need three things:

  1. To be totally independent of any product provider bias or ownership issues – Beaufort Planning is a family run business and operates as an Independent Financial Adviser firm, which means we have access to the whole market when selecting the best financial solutions for you.
  2. To be highly qualified – Andrew Elson was one of the first financial advisers in the UK to achieve both Chartered and Certified Financial Planner status, the highest qualification possible. In addition to this, Andrew also holds specialist qualifications in Taxation, Trusts, Investment Planning and Pensions. All of the Beaufort Planning team are actively pursuing additional industry qualifications.
  3. To be focussed on you – Our objective is to help you find solutions to your financial questions and help you to achieve your financial and lifestyle goals. The most important part of our job is to listen. It’s only by listening and applying our expertise that we can recommend and put into action a plan that’s unique to you.

Because of our expertise and focus on our clients, we have developed a strong media presence on both a local and national level. Andrew Elson writes a column each week in the Yorkshire Evening Post and regularly contributes to articles in the Mail on Sunday.

We know that organising your finances can sometimes feel overwhelming. Many of our clients felt that way when they first came to see us. But by sitting down and talking to us about their life goals, they’ve found that they can have peace of mind that their finances are being managed for them by someone they can trust. Don’t just take our word for it – here’s what some of our clients say about what we’ve done for them.

See our testimonials

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