Ravinder Ghuman

Ravinder Ghuman

Beaufort Wealth Management Ltd

Minimum savings/pensions: Over £50,000

0330 038 8939
Based in Leamington-Spa
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Top Rated 2026
Verified since: September, 2016
4.8 out of 5

132 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 August 2026

    Ravinder and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 50

    Recent Client Reviews

    Verified reviews: 100%

    Ravinder has received 50 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 May 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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    Ravinder has not yet added their qualifications to their profile

  • Transparent Fees

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    Ravinder has not yet added their fees to their profile

  • Positive First Impressions

    33% of users who are not yet clients had a positive first experience with Ravinder

    33% of VouchedFor users have had a positive (4 or 5 star) first experience with Ravinder (based on 3 first impressions)

About

After Graduating from University with a 2:1 in Economics, I joined the Bank of New York as a Graduate Trainee. Whilst working in various departments of the Bank I gained invaluable experience of the investment arena. Working in finance, helped develop my passion for investments and an understanding of the many factors which affect their performance. I trained as an Independent Financial Adviser with Barclays Private Clients, helping clients in all aspects of their financial planning needs. Being able to use my knowledge to help clients, is what I really enjoy about my role. Over the past decade I have built long term relationships with my clients. This is an important aspect of what I do. Most financial plans need to be monitored on a regular basis, often they need to be adapted to changes in circumstances, legislation and the economic environment. As part of the service offered by Beaufort Wealth Management, we offer a review service to recommend and implement any changes which are appropriate. I advise clients on most aspects of their finances, this includes pre and post retirement options, management of their investment portfolios and personal taxation. I also provide clients advice on inheritance tax mitigation where appropriate and manage Trustee investments on their behalf. When his not working, Rav enjoys spending time with his family and friends and is a keen follower of Golf and Football.