News

Beaufort Analysis No. 280 – Markets rise despite slowing economy

Mentioned in last week’s Beaufort Analysis, oil remains in the headlines with the price of Brent crude reaching $80 a barrel last Thursday. This is due to the continuing concerns that Iranian exports could fall because of renewed US sanctions, reducing supply in an already tightening market. Donald Trump’s decision this month to withdraw from…

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Beaufort Financial conquer the Ark Cancer Centre Charity abseil

It was finally meant to be for our brilliant Beaufort Financial team to conquer the Ark Charity abseiling challenge in Portsmouth on the 13 May. Our team included 18 fabulous Ark Cancer Centre Charity supporters made up of colleagues, friends and clients of Beaufort Financial. So far, the team has collectively raised more than £2,000,…

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Further interest rate rises predicted: How to stay ahead

We’re almost half way through 2018, and it’s likely that you’ve already thought ahead about some things. Maybe you’re planning a trip abroad during the summer holidays, or you’re a really eager Halloween costume aficionado (and we won’t mention those who are already thinking about tinsel and stockings!). But have you thought about interest base…

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Gender pay gap does not need to continue into retirement

Historically, men have received more money annually from the State Pension than women. In a recent Which? survey it was shown that over 20 years, women would receive £29,000 less on average than men; however there are a few factors at play that mean the annual discrepancy may be largely offset.  These include women receiving…

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Beaufort Analysis 279 – Drilling for Oil

Last week the Monetary Policy Committee (MPC) of the Bank of England voted to keep the base rate at 0.5%. This is due to weaker economic data for the UK, and February’s growth forecast of 1.8%, which was subsequently downgraded to 1.4%. Mark Carney is increasingly referred to as the unreliable boyfriend, not being able…

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Beaufort Analysis 278 – Indian Summer

Just over a week ago we experienced low temperatures and monsoon-like weather; fast-forward and the UK experienced the hottest May Bank Holiday on record, with temperatures soaring close to 30C. An Indian Summer is a period of unseasonably warm weather and a reference we feel appropriate to apply to the warming relations between North and…

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Beaufort Financial Charity Quiz

On the evening of 2 May, Beaufort Financial hosted a Charity Quiz in Reading. The quiz evening was in aid of Berkshire Community Foundation (BCF), a charitable grant-maker supporting hundreds of charities and voluntary organisations across Berkshire. All the proceeds from the evening were donated to BCF’s forthcoming campaign, ‘Berkshire Uncovered’; aiming to help combat the…

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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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