News

Beaufort Analysis 256 – Managing the Debt

Following the British Retail Consortium’s recent news that sales were weak for non-food retailers last month, the Office for National Statistics (ONS) confirmed that October’s retail sales were 0.3% lower year-on-year, the lowest since March 2013, as higher inflation, stagnant wages and the mild weather dampened spending. Nevertheless, UK sales volumes for October bounced back…

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Pensions, what happens to yours when you die

Pensions, what happens to yours when you die?

Death and pensions; both topics that most of us will do almost anything to avoid discussing. So, bear with us in this article as we talk about both, at the same time! You spend years working hard to build up your pension, and hope it will provide you with everything you need in retirement. But,…

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What is Income Protection

What is Income Protection?

How would you cope if your income suddenly stopped due to an illness or injury? Statistics from Santander suggest that one in five people in the UK have no savings at all to fall back on, meaning a worryingly high number of people are financially exposed. According to the Association of British Insurers, over 670,000 men…

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Calls for triple lock to be abolished

Calls for triple lock to be abolished

For those that receive the State Pension, calls for the abolition of ‘triple lock’ won’t be welcome news. Though it has played a vital part in the rise of the State Pension, many are unaware of the policy. The Organisation for Economic Co-operation and Development (OECD) believes that the policy should be reformed to boost growth. This could…

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Beaufort Analysis 255 – Falls in the fall

European stocks receded last week, resulting in the largest weekly drop in nearly three months. In the UK, the FTSE 100 and 250 indices fell 1.67% and 2.1%, respectively. The European Commission reduced its growth forecast for the UK economy, from 1.8%, in May, to just 1.5% for this year; and predicted growth will slow…

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Beaufort Analysis 254 – Double up

Last week we saw the release of headlines that have been built up over the past few years.  Ever since the Federal Reserve first raised US interest rates in December 2015, the general expectation was for the Bank of England to follow, and rhetoric from Mark Carney at the beginning of 2016 gave careful guidance…

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What do our clients say?

  • We were recommended Andy by a friend to help with Financial Advice which he has done very well to put our minds at rest. One of the main things that helped was he was able to explain things in 'Plain English' We have since passed his details on to two friends.

    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.

    Nia Wharry - Clarke & Son LLP

  • We have been clients of Beaufort for more years than I can remember! We have always been treated with courtesy and respect and can say that the advice and investments handled on our behalf have treated us very well. From personal investments, through SIPP, ISA, EIS and AIM investments we continue to be impressed with their service. Our adviser, Graeme Bone, has given us confidence in our current and future position.

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

  • I would heartily recommend Mark - his 'can do' attitude makes working with him and referring clients to him easy. He really gets to know clients to make sure he tailors the advice he gives to their individual circumstances, and as I can now list myself amongst his clients, I can confirm the service received is second to none.

    Louise Hall of Ervin Hall Ltd

  • After working together with Mark Dolby and the team at Beaufort on a number of mutual clients we are always impressed with the level of dedication and client care given. Their technical knowledge and ability to understand clients individual needs means the clients we have introduced to them have always been delighted.

    Kevin Randall of LMW

  • 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.

    PH- Company Director, West London

  • Just a quick email to say a huge thanks to you and your colleagues for this morning’s event. Great venue, great food and it was such a pleasure to sit and talk with a wide variety of interesting people over an amazing breakfast in a non-BNI like manner! A great way to start the day!

    Ally Tow of Boyes Turner

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