Financial Index › IFA Index › Beaufort Financial Planning (Yorkshire) Limited
Beaufort Financial Planning (Yorkshire) Limited
IFA Financial Advisers · Leeds · Est. 2009
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Company Registration Details
| Registered company name | Beaufort Financial Planning (Yorkshire) Limited |
| Companies House number | 07047747 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Boston House 214 High Street Boston Spa, LS23 6AD |
| City / Region | Leeds |
| Date incorporated | 2009 |
| Years trading | 17 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Beaufort Financial Planning (Yorkshire) Limited
Founded in 2009, Beaufort Financial Planning (Yorkshire) Limited has been active for 17 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 29 of them in Leeds.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
An IFA advises on retail investment products; the term independent has a specific regulatory meaning requiring a sufficiently broad market view. Since the Retail Distribution Review, UK investment advice is fee-based rather than commission-based, with charges agreed upfront.
Clients of authorised firms have two safety nets, the Ombudsman and the FSCS, neither of which covers unauthorised advice.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Ask to see a sample annual review pack before agreeing to ongoing charges.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Beaufort Financial Planning (Yorkshire) Limited or any firm listed. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.