Our latest news


Beaufort Financial team gear up for a Beano – or 5!

The Beaufort Financial team and fellow Ark Cancer Centre Charity supporters will be piling on the pedal power as they take part in a static Beano bike challenge. As part of the build-up to the Beaufort Financial-sponsored Arkriders Bournemouth Beano event on July 14-15 – which is raising money for Ark – members of the…

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Beaufort Analysis 286 – Ain’t no mountain high enough

One of China’s major indices, the Shanghai Composite, experienced a sell-off last week, bordering in correction territory as the relationship between the US and China continues to be strained. China’s central bank, The People’s Bank of China, has increased liquidity not only for fears of a trade war, but as the economic outlook in China…

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Beaufort Analysis 285 – Red Flags

Last week marked the 2-year anniversary since the UK voted to leave the European Union in the referendum vote. Whilst the economic impact of Brexit on the UK has been widely debated, the UK has been one of the slowest growing developed economies in the 2 years since the vote, and UK households are now…

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Ark Riders Visit Beaufort Financial

In preparation for the Bournemouth Beano one of the organisers, Craig Killick, and Director at Ark Cancer Centre Charity, Mark Jones, visited our headquarters to share with us some of the branding that will be joining the cyclists for the ride on the 14th and 15th of July. We are proud to have some members of…

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Early retirement off to a flying start for Beaufort client

We recently helped a wonderful client, Jane Savage, to retire early. Since retiring Jane has had the freedom to take on some impressive challenges, including joining Beaufort Financial’s Charity Abseil in aid of Ark Cancer Centre Charity, and learning to fly a plane! It’s amazing to see how much early retirement can change a person’s…

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How making the wrong borrowing decisions can affect mental health

Common mental health issues, such as anxiety and depression, affect one in six UK adults. In addition, 35-50% of those with severe mental health problems are untreated. (Source: Mental Health Foundation) People who suffer from mental health problems are 1.5 times more likely to turn to family and friends for loans, than banks and building…

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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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