The Beaufort Group

What The Beaufort Group does

The Beaufort Group operates commercially as Finli, a UK FCA-regulated financial advisory firm delivering comprehensive financial planning services to individual clients across the United Kingdom. Its service offering spans five integrated modules — Financial Planning (the core), Savings & Investments, Retirement & Pensions, Estate Planning, and Mortgages & Protection — delivered through expert Financial Planners under a 'Your story, Your plan, Our advice' consultative methodology. The firm is structured as a group of nine legal entities (eight private limited companies or LLPs and one LLP), all trading under the unified Finli brand, with the principal authorised entity Finli (G&P) Ltd (FCA No. 142752) overseeing multiple Appointed Representatives in England and a separate FCA-authorised Scottish entity Finli (Scotland) Ltd (FCA No. 402458).

The business model is a recurring, fee-based advisory model priced on a bespoke, quote-based basis against individual client circumstances, with multi-year ongoing service contracts. Distribution combines a physical UK office network (notably a Milton Keynes registered office and Glasgow hub) with face-to-face advisor delivery and a digital layer including a client portal, website content marketing, and an active social media presence on LinkedIn, Instagram, Facebook, and TikTok. No public listing, parent company, or external private equity ownership is disclosed. No revenue, headcount detail, or funding data is available in source material, and no AI/ML or proprietary technology stack is referenced, making the firm a relationship-led, human-advisor business with limited disclosed operating data.

Name

The Beaufort Group

Legal name

Finli (G&P) Ltd

Website

https://beaufortgroup.co.uk

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

The Beaufort Group, operating as Finli, is a UK FCA-regulated financial advisory firm offering integrated financial planning — investments, pensions, retirement, estate planning, and mortgages — to individual UK clients through a multi-entity office network.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Coaching & Budgeting Advisory (FSAEAAAH), Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)

Keywords

• Financial planning services
• Investment advisory
• Retirement planning
• Estate planning services
• Mortgage and protection

Headquarters

HQ city

Redhill

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning and Advisory Services: Finli generates revenue through providing comprehensive financial planning services including specialist advice on investments, pensions, tax planning, and mortgages. The firm operates through multiple trading entities across the UK and is regulated by the Financial Conduct Authority (FCA), indicating a professional advisory fee-based model.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

The Beaufort Group (trading as Finli) provides comprehensive, personalised financial planning through a network of FCA-authorised entities across the UK. Its core offering integrates specialist advice across savings and investments, retirement and pensions, estate planning, and mortgages and protection, delivered by expert Financial Planners who build bespoke financial life plans tailored to each client's goals and circumstances.

Product overview

Finli is a unified financial planning service organized as a single platform with multiple specialist modules. The core Financial Planning service integrates four main offerings: Savings & Investments (for maximizing returns), Retirement & Pensions (for retirement guidance), Estate Planning (for legacy and inheritance), and Mortgages & Protection (for property and risk coverage). All modules are delivered by expert Financial Planners who create bespoke financial life plans tailored to each client's unique goals and circumstances.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service for UK individuals, with specialist advice on investments, pensions, tax, and mortgages, integrating all other Finli offerings into a bespoke, single financial life plan.
• Savings & Investments Specialist advice for UK individuals on savings and investment management, helping clients maximise returns and reach stated financial goals with peace of mind.
• Retirement & Pensions Guidance through the retirement process for UK individuals, ensuring financial security and freedom in later years through pension and retirement planning advice.
• Estate Planning Estate and legacy planning advice for UK individuals, providing reassurance that loved ones are taken care of and enabling clients to leave a lasting impact on people and causes they care about.
• Mortgages & Protection Mortgage navigation and protection advisory service for UK individuals, providing expertise to confidently manage mortgages and safeguard what matters most through appropriate protection cover.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• St. James's Place: Largest UK wealth manager with a national adviser network offering integrated financial planning, investments, pensions, and estate planning. Directly comparable in service breadth and target client (UK mass-affluent and high-net-worth individuals) but operating at materially greater scale and as a publicly listed firm.
• Quilter: UK wealth manager with a large network of financial advisers offering financial planning, pensions, investments, and protection. Comparable to Finli in offering holistic advice across the financial life plan, but operates at significantly greater scale.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and advice across investments, pensions, and tax. Comparable to Finli in serving UK individuals with comprehensive advice, though at substantially larger AUM scale.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering ISAs, pensions, funds, and research. Comparable to Finli in serving UK retail investors with savings and retirement products, but competing via a digital self-service model rather than face-to-face advice.

Direct peers

• Evelyn Partners: UK professional services firm providing financial planning, investment management, tax, and estate planning services to individuals and families. Closely comparable to Finli in integrated advice model, UK-only footprint, and high-touch client service — a more direct like-for-like peer than the listed wealth managers.
• Sanlam UK: UK wealth advisory arm of Sanlam offering financial planning, investments, and retirement advice through a network of advisers. Comparable to Finli in consultative, adviser-led model and UK-only geographic focus.
• Brown Shipley: UK private bank and wealth manager offering financial planning, investment management, and advice to high-net-worth individuals. Comparable to Finli in offering integrated planning (investments, pensions, estate) with a high-touch adviser relationship.
• Tilney (now part of Evelyn Partners) / Mazars Financial Planning: Mid-market UK financial advisory and accountancy-led wealth firms offering integrated financial planning, investments, tax, and estate services to individuals. Comparable to Finli in offering breadth and UK mid-market client focus, with similar headcount scale.

Emerging players

• Nutmeg: UK digital wealth manager (JPMorgan-owned) offering robo-advice and managed portfolios for ISAs, pensions, and general investing. Comparable to Finli's investment and pension offerings, but competing via a low-cost digital model with no face-to-face advice — represents the disruptive threat to traditional IFAs.
• Moneybox: UK app-based investment and pension provider targeting younger and first-time investors. Comparable to Finli at the product level (ISAs, pensions), but serving a younger, digital-native demographic with no human adviser relationship.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=61555722110752
• LinkedInlinkedin.com/company/finliadvice
• Instagraminstagram.com/finliadvice
• TikToktiktok.com/@finli_group
• Xx.com/Beaufortgroup

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Beaufort Group