UK Independent. Sourced. Primary. · Est. 2024

Beaufort Financial Planning (West Midlands) Ltd | Mortgage Brokers | Milton Keynes | Est. 1999

Beaufort Financial Planning (West Midlands) Ltd is a mortgage brokers registered in Milton Keynes, established 1999. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexMortgage Broker Index › Beaufort Financial Planning (West Midlands) Ltd

Mortgage Brokers UNCLAIMED LISTING

Beaufort Financial Planning (West Midlands) Ltd

Mortgage Brokers · Milton Keynes · Est. 1999

27 years
Active Trading
Active
CH Status
03806002
Company No
2025
Accounts to

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Company Registration Details

Registered company nameBeaufort Financial Planning (West Midlands) Ltd
Companies House number03806002 →
Company typePrivate Limited Company (Ltd)
Registered addressC/O Freeths Llp 3rd Floor, Northgate House 450-500 Silbury Boulevard, MK9 2AD
City / RegionMilton Keynes
Date incorporated1999
Years trading27 years
CH statusActive
SpecialismRecorded activity: 99999
Index statusClaim this listing →

About Beaufort Financial Planning (West Midlands) Ltd

Established in 1999, Beaufort Financial Planning (West Midlands) Ltd has over 27 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.

Keynes accounts for 27 of the 5754 mortgage brokers tracked on this index.

Verification takes minutes on register.fca.org.uk and confirms live mortgage permissions and trading names.

What Mortgage Brokers Do

A broker translates your financial position into a lender match, handling product selection and the application itself. Firms differ in market coverage, and FCA rules require that coverage to be disclosed at the outset of advice.

Broker knowledge earns its keep on non-standard cases: self-employed income, adverse credit, unusual construction or large loans.

How to Choose the Right Mortgage Broker

The right firm depends on the case: a first-time buyer and a limited-company landlord need different lender relationships. It is reasonable to ask about lender coverage, expected timescales and the firm's record with similar applications.

FCA rules require the fee model, lender-paid, client-paid or both, to be set out before advice proceeds.

Frequently Asked Questions

Do I need a mortgage broker or can I go directly to a lender?
You can approach any lender yourself. What a broker adds is market coverage and criteria knowledge, which shows its value on higher loan sizes, complex income or previously declined applications.
How much does a mortgage broker charge?
Some brokers charge you nothing directly and are remunerated by the lender; others charge a disclosed client fee. Confirm the total cost of the service in writing before proceeding.
What documents do I need to provide to a mortgage broker?
The standard pack covers ID, proof of address, three to six months of bank statements, income evidence appropriate to your employment type, and your current credit commitments; specific lenders add their own requirements.
How long does the mortgage process take when using a broker?
Mainstream lenders typically issue an offer within two to six weeks of submission; specialist cases run longer. Active case management, chasing the lender and resolving queries promptly, is where a firm shortens the timeline.
Can a mortgage broker help if I have been declined by a lender?
A decline is frequently a criteria mismatch rather than a verdict on you. Firms that know lender appetite can identify where your circumstances fit and structure the resubmission accordingly.

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Important notice: This page contains publicly available information sourced from the Companies House public register. Kaeltripton.com is a directory service and is not affiliated with Beaufort Financial Planning (West Midlands) Ltd or any listed firm. 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.

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