Juniper Wealth Management joins the Beaufort Financial partnership

Juniper Wealth Management of Preston has joined Beaufort Financial, the national partnership of independent financial advisers as an appointed representative. Juniper was founded in October 2018 by Jon Doyle, who has 10 years’ experience in the financial services sector.  The firm employs one administrator and a part-time marketing manager. 

“As with many small IFA firms the cost and practicality of becoming […]

Beaufort Analysis No. 306 – You can’t make a silk purse out of a sow’s ear

There was only one story last week. The delivery of the much-anticipated draft Brexit agreement from Prime Minister May.

The 585-page withdrawal agreement has now been published detailing what the UK and EU’s future relations will look like. The planned transition period for the UK to leave the EU is 21-months from March 2019, with a financial settlement from the UK […]

WLS Financial Services launched with Beaufort Financial

A new appointed representative firm of Beaufort Financial, the national partnership of independent financial advisers has been formed. WLS Financial Services is a joint venture with Wills and Legal Services Lt, a national paralegal firm based in Malvern. Founded in 2011, Wills and Legal specialises in will writing, setting up powers of attorney and trusts.  Jason Lloyd, formerly of Stirling […]

Beaufort Analysis No.305 – The Economic Consequences of the Peace

Following an October that witnessed significant downside volatility in financial markets, global equity markets have staged a modest recovery in local currency terms, with the MSCI ACWI up +1.9% to the end of last week (+0.13% in GBP terms). Beyond the short-term gyrations of the past weeks, the 100th anniversary of the Armistice at Compiègne provides us with the opportunity […]

Beaufort Analysis No. 304 – Fireworks or damp squib?

Chancellor, Philip Hammond, delivered his Autumn Statement last Monday, which he claimed was a business-friendly budget with rates cuts for small retailers and a freeze on duty for beer, cider and spirits. He also increased the personal allowance to £12,500 and the higher tax rate threshold to £50,000; both to take effect from April next year. In a budget where […]

Beaufort Analysis No. 303 – Declarations of (Monetary) Independence

The world’s rate-setters are on manoeuvres. After a decade of unorthodox monetary policy involving rock-bottom policy rates, quantitative easing and, in the case of Japan, intervention in the stock market; central banks are looking to roll back these measures and begin shrinking their balance sheets. As a result of the measures employed to ward off another Great Depression, the role […]

Beaufort Analysis No. 302 – Time after Time

Last week, China reported its slowest rate of growth since the Financial Crisis 10 years ago. The rate of growth was still a healthy 6.5% but this was lower than the expected 6.6%. It is, however, still on track for the Chinese government’s target of 6.5% for the year. By comparison, the UK’s 2018 GDP target is 1.4% and the […]

Beaufort Analysis No. 301 – You can’t have your cake and eat it

Global markets have fallen over the last two weeks and given back much of the gains achieved this year. In the UK, both the FTSE 100 and 250 indices officially corrected by dropping more than 10% since their 52-week highs in May and June, respectively, falling in almost every trading session so far in October. The FTSE has now fallen […]

Beaufort Analysis 300 – Stranger things

October is traditionally the scariest month of the year, as evenings start to get darker and days colder, our thoughts turn to the winter that is inevitably coming.  The same can be said for the stock markets, as October has been historically one of the most volatile months of the year.  The theory suggests that after a lull during the […]

Beaufort Analysis No. 299 – Deal or No Deal

In the UK, consumer confidence fell due to fears of a Brexit ‘no deal’ and the outlook for personal finances weakened which could indicate a slowdown in consumer spending in the lead up to the Brexit deadline, now only six months away. If the UK and EU were unable to reach a withdrawal agreement, there would be no 21-month transition […]