Beaufort Financial Plus

Simon was able to give me clear, well-informed advice about my situation and enabled me to make a decision about my funds that gave me long term protection. A very good outcome, at a time when I really need good financial advice.

Simon has provided sound financial advice for many years for myself and my family, his ability to explain complex financial options clearly has enabled me to make informed decisions regarding investment strategies and how best to secure my retirement.

We've used Simon a number of times over the years for remortgage, pension, investment and general financial advice. He is very knowledgeable but easy to talk to and automatically puts you at ease. He explains things clearly and concisely and is always available at the other end of the phone, he is very generous with his time which is a rarity. Simon listens to your concerns, ensures he understands your circumstances, how risk adverse you are and your aspirations for the future in order to research the best strategy and products for you. Options are presented to you with their negatives and positives and he will offer his recommendation but ultimately the decision is yours. We've never felt pressured to move forward with a product. Simon is open and honest and will explore all avenues but will also tell you if something is not achievable in your current financial situation. His advice has enabled my partner and I to move forward on to the next stage of our lives and plan for our future together as a family. I have no hesitation in recommending Simon, in fact I have recomended him to freinds and family members in the past.Moreexpand_more

Simon has been my financial advisor for over seven years. He initially advised me on investments after the death of my husband. He regularly updates me on various things and is always careful to check on my preferences and help me to make suitable choices. He is always available for any queries and has given me good advice when asked for it.

We have been with Simon for just over a year, and have found him to be knowledgeable, professional and very quick to respond. He has created a lifetime financial tracker for us which we now update as and when our finances change, and this allows us to predict what our future financial position will be which is extremely useful as we both plan to scale down our full time employment in the next couple of years.

Simon is friendly, professional and helpful. We’ve been pleased with his financial advice. He has an in depth knowledge and is quick to respond. Most importantly we’ve felt a level of trust and integrity. We would be happy to recommend his services.

My wife and I have been customers of Simon Brannigan since 2002 when I decided to take early retirement. I attended a seminar which he conducted on financial issues. Since then he has efficiently masterminded and advised on all our financial issues -- my pensions, mortgages, investments, wills, power of attourney, the sale of a property, tax advice and allowances. He has always responded quickly to any issues we have raised - finding time to visit for discussion, or sending a helpful email. He has an extremely personalble and pleasant manner. In the 19 years that we have known him, we have not had a moment of doubt about having him as our trusted financial adviser. In these highly uncertain times, the ethical investment portfolio he has put together through Beaufort Financial this year has been the most successful financial move we have ever made so far! .

I have used Simon Brannigan for financial advice over many years, including mortgage advice, investments, life insurance, powers of attorney, wills, and inheritance. I have always found him very friendly and interested in whatever issue I have presented him with. He is very knowledgeable and thoroughly explains the advice he gives in layman’s terms. I have absolutely no hesitation in recommending his services.

Simon Brannigan has dealt with my complex financial matters for the last twelve years. Everything is clearly researched, explained and followed through. He has dealt with inheritance issues, lifetime and lifestyle planning, pensions, investments, life insurance and mortgage arrangements. I have no qualms about recommending him for any financial planning advice you need.

Simon's knowledge in the area of retirement and pensions is the best I have found and I have talked to 6 other advisers. He has a new system which is called Your Financial Future. He has shown me how to retire successfully. Much appreciated.