A unique network of vetted individuals to assist with your financial life admin Click to open the door to your hand-picked specialist... A unique network of vetted individuals to assist with your financial life admin Click to open the door to your hand-picked specialist...
Having joined the financial services industry in 2000 and deciding to specialise in mortgage and personal insurance advice in 2005, I am very experienced and this really helps my clients overcome hurdles and achieve their goals.
I am the Principal at my company, West End Financial, and we have a small, happy team offering a very personal and professional service.
We impartially advise on and arrange residential and buy-to-let mortgages, equity release, bridging finance and personal insurances protecting life, health and income.
I co-founded Beaufort Financial Reading in 2010 and Beaufort Financial Pathfinder in 2022. As a 25-year veteran of the industry, Fellow of the Personal Finance Society and a Step affiliate, I have the highest level of qualifications possible ensuring that clients have access to the best strategies available to meet their financial goals.
The firm
Beaufort Financial is an independent financial planning firm servicing clients across the south of England, specialising in the creation of bespoke financial plans for company owners and wealthy families. Beaufort Financial Pathfinder is a highly technical firm that focuses on optimal tax planning as well as investment management for clients, and we can advise on pensions, investments, remuneration strategies, building wealth, exit planning, succession and estate planning.
With more than 10 years' experience, I have built a reputable name and portfolio with a consistent referral base and repeat clients.
I have particular expertise in the prime London market, having worked with clients for many years on high-value properties in the Knightsbridge and South Kensington area. My expertise also includes leasehold and freehold acquisitions and disposals, Transfer of Equity and re-financing.
Having worked at reputable City firms alongside earning my qualifications, I have a broad range of experience and am comfortable handling complex client matters at pace. I take a personal approach with both clients and their agents, emphasising communication and co-operation to get the best possible outcome.
Whilst attention to detail and good advice is a necessity, I understand that communication and transparency is key to all transactions.
Outside of work, I enjoy spending time volunteering for local charity Demelza.
I am a qualified and experienced RICS building surveyor and valuer.
We are a private practice regulated by The Royal Institution of Chartered Surveyors. I am a RICS registered valuer and I specialise in property valuations, schedule of condition, RICS homebuyer reports, aerial inspections and full building surveys.
I survey central London and period property, historical buildings, country houses, new build property, loft extensions, conversions and English Heritage listed property.
My approach is friendly, professional and experienced. I provide not only detailed survey reports in writing, but I discuss every case verbally with the client.
I stay with you throughout the process, from instruction through to completion of the purchase. This assures the client experiences the best service and support from a professional and, in turn, fully understands the condition of the property to which they are committing.
My name is James Morris and I’m a Sales & Development Manager for Gallagher Insurance. I have 15 years of experience working within the insurance industry specialising in Private Client insurance, and I’m also able to assist with any of your wider general/commercial insurance requirements.
We design a completely tailored solution to suit all requirements, working with all of the most recognisable insurance brands in the world, with some being exclusive to us.
I'm happy to come and meet you at your home or office to gain a true understanding of what is really important to you.