Beaufort Wealth Management is a company of Independent Financial Advisers based in Warwickshire. We specialise in helping people make the most of their wealth with tailored financial planning and investment advice services. Our Independent Financial Advisers help you plan your future and meet your financial goals. We provide advice to both individual private clients and to business owners, tailoring financial solutions to your specific needs and objectives, taking into account your individual circumstances, financial and lifestyle objectives, and reviewing your progress regularly.er. Using lifetime cash flow modelling analysis, we take stock of your current situation, evaluate your future income, and understand your expenditure. We also factor in the impact of potential future scenarios on your journey such as inflation, investment growth, retirement, or buying a second property.