Beaufort Financial

We are a firm of Chartered Financial Planners with offices in Falkirk and Edinburgh. From our base in Central Scotland our team of experts provide specialist impartial advice on a wide range of financial planning issues to a broad spectrum of clients all across the United Kingdom.

As a smaller company we can provide a more personal service than many bigger national companies and we take great pride in the high level of service we provide to our private and corporate clients. The majority of our new clients come via referral from existing clients or from our professional partners, who are mainly solicitor and accountancy firms. This is testament to the first class professional service we provide.