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Beaufort Securities

There have been a number of extremely negative trade press stories recently regarding an investment company called Beaufort Securities. Formerly a stockbroking business called Hoodless Brennan, Beaufort Securities has been censured by the Financial Conduct Authority on a number of occasions and is no longer trading as a Discretionary Fund Manager. We would like to…

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Thinking about transferring your Final Salary pension?

Andy Coles of Beaufort Financial weighs up the pros and cons of transferring your final salary defined benefit occupational pension scheme. Speaking at a recent seminar alongside ex-pensions minister Sir Steve Webb, Andy went through the options available to those who are thinking about making this decision. Some 67,000 pensions were transferred out in the…

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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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What do our clients say?

  • We have been clients' for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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