How Windy Is It . . . ? Monday, 10th July 2017 – No.237

The second half of the year started quietly, helped along by the fact that the US markets were closed on Tuesday, as citizens of the United States celebrated the original Brexit (Independence Day)!  The rest of the week was dominated by central banks and the main theme was breaking the habit of easy monetary conditions. …

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Cash: The undervalued asset class

Clients often ask us about what they should do with the money they hold in cash in the bank. Usually, they are frustrated with the low rates of interest that they earn. However, more often than not, we will advise them to keep their cash in there. This often takes clients by surprise. But for…

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General Election 2017 update

It’s been a long and interesting night; with plenty more twists and turns to come. Our intention, if the election result had shown a clear winner, was to explain what the result meant for your personal finances. However, at the time of writing, that just isn’t possible. As today unfolds, the shape of the future…

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What does a snap election mean for your investments?

So June 8th is the proposed date for the next general election, as long as Teresa May can secure a two-thirds vote in the house of commons today. As political surprises go, this is a big one; she has certainly caught everyone on the hop, which could prove a very astute political move. Ahead of…

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Ark to Arc Charity Bike Ride

Ark riders are a team of dedicated people who are riding from Basingstoke to Paris to raise money and awareness for The Ark Cancer Charity. In July 2016 they completed their first ride of 985 miles and raised £51,000 for the charity. This year they are getting back on their bikes and doing the ride…

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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

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