Beaufort Financial

What Beaufort Financial does

Beaufort Financial, trading as the legal entity Beaufort Financial Planning Limited, is (or was) a United Kingdom–based financial advisory and investment management firm. It was registered as a private limited company in England & Wales under Company No. 07876189, with a registered office at Brennan House, Farnborough Aerospace Centre Business Park, Farnborough, GU14 6XR. The firm described itself as a financial planning business serving clients primarily in England, with the firm's website referencing the Financial Ombudsman Service as a regulatory complaint pathway for unresolved client disputes.

The company's business model centred on financial advisory services, but the source material does not specify pricing structures, fee schedules, revenue mechanics, customer segments, product names, or advisor counts. No proprietary technology, product modules, distribution channels, marketing channels, partnerships, awards, patents, management team, ownership structure, or funding history are disclosed in the input data. Headcount is indicated at 11–50 employees, and the firm was described as founded in 2009.

The Beaufort Financial network has now closed. The company website (beaufortfinancial.co.uk) states that the network is closed and provides only an enquiry email ([email protected]) for questions about advice received in the past. The legal entity appears to remain registered, but the operating business is no longer active, and the cause of closure (acquisition, MBO, voluntary shutdown, or regulatory action) is not specified. No current products, named services, or go-to-market motion are documented.

Name

Beaufort Financial

Legal name

Beaufort Financial Planning Limited

Website

https://beaufortfinancial.co.uk

Company type

Private

Founded year

2009

Operating status

Closed

Headcount range

11–50 employees

Short description

Beaufort Financial, operating as Beaufort Financial Planning Limited, is a now-closed UK financial advisory and investment management firm registered in England & Wales, having served clients primarily in England before ceasing operations.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial advisory services
• Investment management
• Financial planning
• Wealth advisory
• Personal finance advice

Headquarters

HQ city

Westerham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Beaufort Financial was a financial advisory and investment management company providing financial planning services to clients in the United Kingdom. Operating under the legal entity Beaufort Financial Planning Limited (Company No: 07876189), the firm delivered personalized financial advice and was regulated through the Financial Ombudsman Service framework. The Beaufort Financial network has now closed, and no active services are being offered.

Product overview

Beaufort Financial was a financial planning company that has now closed its network. The company was registered in England & Wales (Company No: 07876189) and provided financial advisory services. No active products, modules, or named service offerings are currently available or described in the source material.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Coutts & Co: UK private banking and wealth advisory franchise serving HNW individuals and families with financial planning and investment management — comparable in target market and holistic wealth advisory model.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform providing advice, investment products, and portfolio management to retail clients — overlapping in the investment advisory and wealth management category.
• St. James's Place Wealth Management: UK's largest wealth manager with a large adviser network providing financial planning and investment management to individuals and business owners — directly comparable to the holistic financial advisory services Beaufort Financial offered.

Direct peers

• Brown Shipley: UK private bank and wealth manager offering investment management, financial planning, and advice to HNW individuals and entrepreneurs — similar holistic advisory proposition to Beaufort.
• Brewin Dolphin (now RBC Wealth Management UK): UK wealth manager offering discretionary investment management and financial planning advice to private clients and intermediaries — comparable in target customer (UK private clients) and service mix.
• Rathbones Group: UK-listed wealth manager providing investment management, financial planning, and advisory services to private clients, trusts, and intermediaries — closely aligned with Beaufort's financial advisory proposition.
• Tilney Smith & Williamson (now Evelyn Partners): UK wealth management and professional services firm providing financial planning, investment management, and tax/advisory services — directly overlapping with Beaufort's holistic financial planning offering.
• Chase de Vere (now part of Quilter): UK national IFA providing independent financial advice to individuals and businesses on pensions, investments, and protection — directly comparable firm in the UK IFA space.
• Quilter plc: UK wealth manager operating a multi-brand advisory and investment platform serving financial advisers and their clients — overlapping with Beaufort's UK IFA and investment management focus.

Emerging players

• AFH Financial Group: UK-listed wealth management firm that has actively acquired smaller IFA practices, providing an illustrative consolidator that could absorb Beaufort-type dormant advisory books and permissions.

Market position

Strengths2 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights2 records

Customer concentration

• Xx.com/bf_financial
• Facebookfacebook.com/BeaufortFinancialWesterham
• LinkedInlinkedin.com/company/beaufort-financial-westerham

Revenue estimate

Valuation estimate

Number of profiles

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 Beaufort Financial