Suzanne Robinson

Suzanne has worked in financial services for more than 20 years initially with Legal & General and then with various IFAs having worked more recently in compliance roles and then as a paraplanner.

Suzanne is Diploma qualified and provides valuable support to the advisers by conducting research on their behalf.

She likes to travel and enjoys long walks with her family and dog.

Contact

0118 9879400

suzanne.robinson@beaufortfinancial.co.uk

Simon Goldthorpe

Chairman

Chris Shaw

Managing Director & Senior Financial Adviser

Mark Dolby

Director & Senior Financial Adviser

Tony Gardiner

Senior Financial Adviser

Ashley Hull

Senior Financial Adviser

Reuben Honey

Financial Adviser

Jenn Vallor

Office Manager

Lesley Proctor

Specialist Central Operations

Paraplanner

Julie-Marie Winterbone

Associate - Planning

Nicole Hare

Specialist – Planning

Jessica Nethercliffe

Specialist – Planning

Natalie Murphy

Specialist - Client Services

Harrison West

Associate - Client Services

After 45 years of working, worrying, scrimping and saving, I can give up work and never work again. I can't stop thinking about that. It seems like the day of reckoning has arrived!S, Goddard. Basingstoke

Sam has been so efficient in handling my requests for income and always ensures that I have everything I need and most importantly when I need it. This gives such reassurance that I am in safe hands and that my financial needs will be met. Thank you to Sam, Amanda and Amy for looking after me so well.C, Delahov

We have been with Beaufort Financial Reading since their inception and are very happy with them. They have managed our investments with excellent results yet the team remains friendly, professional and accessible. We are in very good hands.L & P Squire

Tony has been my financial adviser for well over a year. During that time he has tailored his services to my and my wife's personal needs as we near the end of our working lives. He has given us sound advice on Inheritance Tax, this was unprompted and came as a result of his research into our financial resources. When making additional investments, Tony always undertakes research and offers a selection of funds which can fulfil our current financial goals. His manner is always courteous and respectful and he listens carefully as one outlines their financial objectives. R, Steward

Very helpful and informative as always. Andy's insight into the financial and political world and how that affects my investments was interesting to hear. The meeting was well paced and un-rushed and gave me confidence in both Andy and Beaufort Financial Reading.P, Williams

I know you are aware of my love of organisation and how sometimes I can be quite demanding, but I wanted to say that both Sara and I have been very impressed with how Julie-Marie has not only implemented your strategy but how she has responded to our needs in a prompt, efficient and professional manner. She is a great part of the team!P, Barcham

Beaufort Financial and Tony Gardiner were recommended to us by our Accountant in order to provide Investment and other financial advice in late 2019. To date, we have been very pleased with the professionalism, dedication and quality of advice provided by Tony and the Beaufort team. K & J, Fox. Surrey