Robert Burns, Beaufort Financial Planning (Three Counties)

6 Bank Street
Malvern
WR14 2JN
Clients and businesses looking for help with investments, pensions; retirement, inheritance, estate, protection, lifestyle and cash planning.
Clinic Lead

Business Description

What do we do? 

At Beaufort Financial Three Counties, we provide expert independent financial advice to clients of all types, regardless of their personal wealth and stage in life. We identify the best solutions to meet our clients' financial needs, based on their goals and aspirations to create a life plan to help them visualise their financial future.

About Robert Burns

The Worcestershire office, based in Malvern is headed by Robert Burns, a Chartered Financial Planner and Worcestershire Ambassador. Robert specialises in helping his clients with their retirement and investment planning in the pre-retirement, at retirement and in retirement stages of life. 

He is also experienced in working with business owners and company directors.

As a team, we provide bespoke financial services and advice to a broad range of individual and corporate clients. We cover Worcestershire, Herefordshire, Gloucestershire and surrounding counties and also offer remote meeting nationally.

Overview

Beaufort Financial is a leading independent advisory firm. 

By combining the 'art'​ of building client relationships with the 'science'​ of identifying the best solutions to meet your financial needs, we offer the highest levels of technical excellence and market knowledge, underpinned by a commitment to clarity and transparency in all our engagements.

Most of our clients have simple aims:

* To build, protect and spend their wealth

* Protect their loved ones from financial hardship

* Make sure the taxman’s share is fair, but not more than it needs to be

These shouldn’t be confusing or difficult to achieve, but they so often are because of the way financial advice is delivered.

Specialist skills

The team at Beaufort offers a comprehensive service to clients looking for a personal, bespoke, approach to their financial affairs. This includes specialist skills in:

  • Investments: including ISA portfolios to complex trust funds

  • Retirement: building your pension fund to making the most of your capital before, at and after retirement

  • Protection: ensuring you and your family are financially secure in a crisis and to protect your estate from the taxman

  • Tax strategies for family businesses

  • Business Strategy, from ambitious new ventures to succession planning

  • Tax mitigation for private clients and businesses

  • Schemes which offer significant income tax relief

To discuss how we may help you, please call us on 01905 885333 or email us at: robert.burns@beaufortfinancial.co.uk

https://beaufortfinancial.co.uk/threecounties/

Accreditations & Qualifications

Chartered Financial Planner

FCCA - Fellow of the Chartered Association of Certified Accountants

APFS - Advanced Diploma in Financial Planning

AF1 - Personal Tax and Trust Planning

AF3 - Pension Planning

AF5 - Financial Planning Process

FCA Register Entry - clicking here