Beaufort Investment finalist in Best Model Portfolio Service category – Professional Adviser Awards 2019

Beaufort Investment finalist in Best Model Portfolio Service category – Professional Adviser Awards 2019

Fast on the heels of being named a finalist in the ‘Best Network’ category of the Professional Adviser Awards 2019, the judges have now confirmed that Beaufort Group’s Beaufort Investment is a finalist in the ‘Best Model Portfolio Service’ category.

Entries were taken from every corner of the industry and finalists are selected as standout examples of firms helping to move the industry forward.

Derrick Dunne, CEO of Beaufort Investment commented: “We started this year with one big intention: to take our investment proposition to the wider IFA market.  We have a tremendous team, led by Shane Balkham, and have an enviable 14-year track record. Being recognised in this category is testament to the hard work of our exceptional people.”

Now in their 14th year, the awards recognise the best adviser firms in financial services, along with the best in multi-asset investing, platform provision, adviser support and client engagement as well as crowning the Paraplanner of the Year and Adviser Personality of the Year.

The winners will be announced at an awards ceremony on Thursday 7th February at The Brewery, London.

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