Beaufort Analysis 264 – Now in 3D!

The centre of the economic and financial world was temporarily relocated to the Swiss Alps last week.  The annual World Economic Forum (WEF), held in the alpine town of Davos, brings together the good and the great of politicians, economists and central bankers.  For the first time in a decade, the mood and rhetoric emanating…

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Beaufort Analysis 263 – Not open all hours…

The key story from last week was the partial shutdown of US government. Now in it’s third day, the Senate was in session over the weekend and have proposed a short term fix which will extend government funding until 8th February; on the assurance that there will be a separate vote on legislations to protect…

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Re-assessing your finances in the New Year

Re-assessing your finances in the New Year

The festive period can bring with it a great deal of financial stress; more so than at any other time of the year. So, when opening your bank or credit card statement in January, it may be the case that you are nearing or have exceeded your credit limit. This often sparks an overall assessment…

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Seven changes you need to know about in 2018

Seven changes you need to know about in 2018

As we head into 2018, with a new financial year a few months away, the government is preparing to introduce several changes. These will come into effect in April, and it is likely that you will be affected by at least one of them. Being prepared is the key to making the most of the…

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2018 A big year for autoenrolment

2018: A big year for auto-enrolment

2018 marks 10 years since auto-enrolment was first debated in 2008. As the new financial year approaches, we look at what April 2018 has in store for workplace pensions. What is auto-enrolment? Introduced into law in 2011, auto-enrolment will be in its final roll-out phase this year. This means that, from April, eligible employees from…

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Pension Freedoms Ignorance isn’t bliss

Pension Freedoms: Ignorance isn’t bliss

“Real knowledge is to know the extent of one’s ignorance.” Attributed to Chinese philosopher Confucius, this timeless phrase has never been more apt than when applied to the topic of Pension Freedoms. A new report, from Old Mutual Wealth has revealed that many 50-60-year olds are uninformed about Pension Freedoms, with: 45% not knowing about…

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Beaufort Analysis 262 – Cost of living squeeze

High street spending in the run-up to Christmas increased at its slowest rate for five years due to escalating prices forcing shoppers to spend more on food and other essential items. The news from the British Retail Consortium (BRC) sent a worrying signal to non-food retailers at a time of crucial trading updates for the…

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    Mick & Les

  • Mark shows a very caring attitude towards his clients and always goes the extra mile to provide a full and comprehensive service, striving always to make sure the clients fully understand any complex issues.

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    I.F. - Ret’d Company Director, Dorset

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    Louise Hall of Ervin Hall Ltd

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  • Graeme and the team at Beaufort Financial offer an exceptional service and ensure all of our financials are well looked after.

    RW - Co. Director, Melbourne, Australia

  • After becoming self-employed in the late 80s we realised that personal pension planning was going to be most essential. We are glad we chose Simon and his team who now comprise Beaufort Financial. To have our pension savings monitored and cared for by a dedicated team of professionals is a great aid to having a relaxing retirement. An added bonus is that Beaufort Financial are a friendly bunch of people!

    I & J of Beaconsfield

  • Graeme has been our adviser for a number of years and as such has always provided clear, thoughtful and professional advice. He is proactive in looking after our finances and is always approachable and easy to work with. It is in no small part thanks to him that we are able to enjoy our retirement as we do.

    Mr and Mrs B and J R, Henley

  • We wish to express our thanks for your advice and professionalism, , in helping us understand how to achieve our financial goals long-term. Since becoming clients and receiving your investment proposals we have a much better understanding of what our assets can achieve for us, and the confidence to spend if we choose, now and in the future.

    Ken & Marlene Barter

  • I have known Graeme Bone and Beaufort for many years and have had excellent advice from them regarding pensions, investments and financial management for myself and my Company. I have recommended them to friends and colleagues and have without exception had favourable reports back.

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