UK IFP Beaufort Financial Planners releases powerful App

Beaufort Financial Planning releases powerful IFP App

Based in the south east with offices in Leeds, St Helens, Taunton and Essington, the Beaufort Group comprises 3 firms – Beaufort Consulting, the firm that handles pensions and benefits, Beaufort Investment and Beaufort Planning. Beaufort Planning is the financial planning branch of the company, founded in 2012.

Beaufort Planning offers a wide range of services, such as investment loans, financial security such as mortgage and debt management, estate planning and income protection. 12 experienced advisors provide the assistance necessary to make any individual, sole trader or company fiscally sustainable and profitable.

In the aftermath of the 2008 financial crisis and the distrust of multinational banking firms that followed, financial advisory and planning bodies have become more and more popular among businesses and individuals. The financial planning industry is rapidly evolving alongside the proliferation of mobile Apps, and many IFPs are turning to building their own Apps to provide a number of convenient services and gain customer retention.

The Powerful and Innovative Beaufort Financial Planning App

With the Beaufort Financial Planning App you can contact the Beaufort team directly for quick and professional assistance, as well as view a massive, in depth team biography section. The App features a Portfolio tracker, designed to collate your wrap/investment accounts all in one place and quickly access them on the go. By giving such easy access to these sites while keeping the user in-App this gives Beaufort a level of control, service & client retention previously deemed almost impossible to achieve.

Are your clients frustrated with losing hundreds of old receipts and missing out on expense claims? The Beaufort Receipt Manager will allow your clients to upload pictures of their receipts to your phone and give a short description of what they are. HMRC will accept your electronic receipts provided that you give a sufficient description of what they are for – This is exactly what your App will achieve in just a few seconds.

Your clients may have to make journeys as part of their business, and keeping track of your mileage with pen & paper is time consuming and confusing. Beaufort’s Mileage Tracker will record your travels for you and collate it all into a single App, which can be easily emailed.

Your clients may have multiple sources of income and struggle to keep track of it, or compare total income to expenditure. The Beaufort Income Tracker allows you to input all your different forms of income into one place and track it next to total expenditure.

The Beaufort Finance App has 16 calculators designed for calculating taxation and other topics such as incorporation.

  • VAT
  • APR
  • Stamp Duty
  • Loans
  • Inheritance Tax
  • Mortgage
  • Savings
  • Company Car
  • Contractor
  • Dividend Vs Salary
  • Pay slip
  • Corporation Tax
  • Income Tax
  • Inflation
  • Should I Incorporate
  • Increased Profit

The App features a Portfolio tracker, designed to organise the services that your clients need all in one place and quickly access them on the go. The tracker covers a wide range of services, from insurance companies like Aviva, Aegon and Royal London, to investment firms Scottish Widows, Old Mutual and Zurich. By giving such easy access to these sites while keeping the user in-App this gives Beaufort a level of control, service & client retention previously deemed almost impossible to achieve.

The Power of the Push Notification

The Beaufort Finance App is also designed to support Push Notifications, an innovative new way of gaining the interest of clients in a method that doesn’t feel as irritating and time consuming as email shots. While Email shots tend to get ignored by the vast majority of clients and very few of them actually read it, push notifications are short enough that nearly all of them will read them and 4 to 5 times the amount of users will respond to them in comparison to Email shots, directing them straight to whatever you advertised.

Register for your Full Feature Trial:

With over 600 firms using our App and 30-40 new firms subscribing every month, your trial carried out by phone in just 15 minutes will show you how an App will transform your firm and attract high quality clients with numerous essential resources and features such as frequently updated tax tables, calculators and budget packs, full integration with cloud accounting services and many more.

Book for a free full feature trial here.


Categories: Apps, Blog

Daniel Richards

Daniel Richards |

Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for Accountants and Bookkeepers.

He is passionate about helping firms maintain a key role in the always-on App environment which plays such an important part in our daily lives. He is particularly keen to raise awareness of the threats posed to accountants and bookkeepers by 3rd parties and even Government. Without a firms’ own App, it really has no way to serve within, benefit from or control the environment where so many clients and prospects now spend their time each day.

Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for accountancy firms.

He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and Insight webinars, and regularly speaks for the professional bodies and membership organisations.

Outside work: In his early days Daniel spent most of his time mountaineering and was fortunate enough to undertake expeditions in places such as The Himalayas, Alps, Alaska, Papua New Guinea, Norway and others. Now he enjoys the outdoors as much as possible with his family and friends as well as being active in the leadership of a local church.