Welcome to the Beaufort Client Portal


We want to make sure managing your investments is as easy as possible but acknowledge that in this ever changing world of regulation, this is not always possible.  Throughout the year, we, as well as your product provider are required to send you numerous documents to ensure you are kept informed on your investments, this is before you get to the day to day management of your holdings.

To help you take back control, we have introduced our ‘Client Portal’.

Our online ‘Client Portal’ allows you to access key documents issued by Beaufort Investment as often as you require and at any time. You can also check your personal details and contact securely if anything needs amending.

We’re not finished yet though.  We will continue to develop our ‘Client Portal’ further, introducing new and exciting features as soon as these are developed.  Keep logging in to ensure you don’t miss any new developments.