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Financial planner

Beaufort Financial St. Asaph Business Park, St Asaph LL17 0JE

Beaufort Financial-0
Beaufort Financial 01
Beaufort Financial 02
5.0
Open Now
Thursday8:30AM–5:30PM

01745 585474

http://www.beaufortfinancial.co.uk/st-asaph

Unit 93, St Asaph Business Park, Business Pk Bowen Ct, Saint Asaph LL17 0JE, United Kingdom

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Services

  • Estate Planning
  • Financial Planning
  • Business Succession Exit Strategy Specialists
  • Estate Succession Planning
  • Finances Planning
  • Financial Life Planning
  • Life Cover
  • Income Protection Critical Illness Cover
  • Retirement Investment Specialists
  • Truly Personal Financial Planning

Beaufort Financial Reviews

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Raymond King
5.0

We have been clients of Alchemy for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

Response from the owner

Ray & Margaret, thank you so much for your kind words

O

Olwen John
5.0

Gaynor has organised our finances efficiently over many years enabling me to enjoy early retirement. She is friendly and approachable as well as being extremely knowledgeable.

Response from the owner

Olwen, thank you very much for your kind words, they are very appreciated.

T

Tim Lloyd
5.0

The personalised service we've received from Gaynor and her team over the years has been exceptional. With her expertise, reassurance, and encouragement we have been able to enjoy early retirement without worry.

Response from the owner

Tim, thank you for your kind words, they are much appreciated. Gaynor, Steve and the team

R

Robin Koffler
5.0

It's rare to find people like the team at Beaufort Financial, who take the time to really understand what you need and where you want to go. Stephen and Gaynor always present us with clear and concise information. They are a pleasure to do business with.

Response from the owner

We are blessed to have clients like you Robin & Dawn, it makes going to work a pleasure

T

Teresa Lock
5.0

Having just returned from a review meeting with Steve , over our pensions !! ...and it doesn’t seem like it was that long ago he was advising us on investing and starting our mortgages and pensions for the future,when we were in our 20’s !Now we are reaching that age of drawing our pensions, it has been Reassuring to be advised professionally and honestly , steve has become more than an adviser he has become a personal friend to us .The only negative is he supports the wrong team !!!

Response from the owner

Ha ha ha ! God Bless you both, we all have our crosses to bare !Thank you for your kind words, they are very appreciated, where did all that time go ?

s

stuart turley
5.0

Steve and Gaynor are an absolute pleasure to deal with, down to earth, good honest people. Their knowledge of the financial world is phenomenol, pensions, savings, tax issues they are excellent. Wouldn't hesitate to recommend them to anyone looking for clear, concise and honest financial advice.

Response from the owner

Thank you Stuart for those kind words, your cheques in the post !

S

Stephen Pattison
5.0

We used these guys after making a very bad investment after being ill advised.From the word go we left it all to Gaynor and Steve we only had to send all our documents and any correspondence we had to their office and after a lot of hardwork behind the scenes we got the result we wanted all our investment back and a bonus of a compensation pay out a job well done and would recommend their services to all who may need them.

T

Thomas Chesterson
5.0

I have been a client of Alchemy Advisory Services for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

Response from the owner

Graham & Carol, how long has it been, 20 odd years ? Thank you very much for your wonderful comments

D

David Knights
5.0

We have been clients of Alchemy for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk with Alchemy about their financial planning requirements.

Response from the owner

David, you and Eileen are a delight to deal with, always enjoy our discussions

C

Charlotte Barlow
5.0

An efficient, professional service delivered in a friendly way that instils confidence and peace of mind. Any problems (usually in my head) are dealt with calmly and with clarity. A service I would not like to be without.

Response from the owner

Wow, Charlotte, thank you so much, I have to agree with all of your sentiments there and it’s very kind of you to say so.

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