Meet the Team


  • Simon Goldthorpe Board

    Executive Chairman
    Founding shareholder and Group Chairman, Simon has clocked up over 30 years in the industry.

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  • Andrew Bennett Board

    Group Chief Executive Officer
    Andrew has run Financial Services companies for over 25 years and has a wealth of experience.

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  • Clive Goldthorpe Board

    Group Chief Operating Officer
    Clive strives to deliver high quality client outcomes through technical and operational expertise.

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  • Jacqui Jardine Board

    Group Chief Financial Officer
    Jacqui spent 10 years in senior operational finance roles for Macquarie Bank Group.

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  • Stephen Watson Board

    Non Executive Director
    Stephen’s entire 40 year career has been spent in the financial services and investment industry. 

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  • Katrina Whittaker Senior Management Team

    Group HR Director
    Katrina has worked with people throughout her career across different businesses and within the public and private sectors.

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  • Shane Balkham Senior Management Team

    Head of Portfolio Construction & Research
    Shane has worked in the finance industry for 25 years and recently celebrated 12 years of working on our flagship range of portfolios. 

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  • Tony Hicks Senior Management Team

    Head of Sales
    Tony joined the Investment world in 1993 gaining experience in Private Equity, Property and Retirement investments.

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  • Steven Poulton Senior Management Team

    Head of Risk & Compliance
    Steven joined Beaufort in 2012 and oversees regulatory compliance and business risk mitigation procedures.

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  • Celeste Ainge Senior Management Team

    Head of Marketing
    Celeste is responsible for developing and implementing the marketing strategy for the Beaufort Group, and supporting the Beaufort Financial partners with their marketing activities.

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  • Kerry Pocklington Senior Management Team

    Senior Operations Manager
    Kerry is responsible for overseeing the operations team that support both Beaufort Financial and Beaufort Investment. Kerry has worked in the Financial Services since 1997 in various roles within Fidelity international.

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  • Peter Cousins The Team

    Investment Manager 
    Peter is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has worked in the finance industry for more than twenty years. 

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  • Richard Jephson The Team

    Partnership Manager 
    Richard has over 30 years experience in financial services. He specialises in the solicitors and accountants market and is dedicated to helping the Beaufort partners develop quality relationships with professional connections.

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  • Henry Cole The Team

    Relationship Manager
    Working with all firms within the group partnership delivering paraplanning and pre-approval services.

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  • Emma Clarke The Team

    Senior Investment Analyst
    Emma has worked in financial services for over a decade and joined Beaufort Investment Management in August 2016. Prior to this Emma held senior research roles at Mazars Financial Planning and Wellian Investment Solutions. She is a Chartered Member of the Securities Institute, a member of the CFA UK Society and holds the Investment Management Certificate.

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  • Rachel Bennett The Team

    Project Manager
    Rachel has a background in Law and operates various strategic projects throughout Group

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  • Samantha Davids The Team

    Project Consultant
    Sam has worked in financial services since 2008. Sam previously worked as office manager for Beaufort Financial Reading where she worked closely with advisers and staff.

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  • Dave Allen The Team

    Integration Specialist
    Dave has worked in the Financial Service industry since 2003. Dave is responsible for the implementation and proactive maintenance of software developed internally or externally.

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  • Niall Humphreys The Team

    Advice Risk Manager
    Niall is a Chartered Financial Planner and Fellow of the Personal Finance Society. He brings over 30 years of experience in Wealth Management and Compliance in the UK, Channel Islands and mainland Europe

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  • Anton Boshoff The Team

    Quality Assurance Specialist
    Having recently joined the team from South Africa, Anton’s background is based in paraplanning and compliance services.

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  • Michael Cox The Team

    People Development Consultant
    Michael has worked in Financial Services since 1994. He has since worked in a number of different roles within the industry including, SIPP Manager, Paraplanner, Operations Manager and Training and Competence.

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  • Ryan Kell The Team

    Operations Specialist
    Having been with Beaufort for three years, Ryan is achieving exams and building a career within the Group.

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  • Anthony Bass The Team

    Quality Assurance Specialist
    Tony's focus is to build and maintain relationships with firms to maximise business levels.

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  • Katrina Stonestreet The Team

    Compliance and Paraplanning Specialist
    Katrina has been in the industry for more than 5 years and builds relationships with partner firms.

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  • Jess Nadin The Team

    Trainee Investment Analyst
    Jess has worked in Financial Services since 2015, where she started out as a Pensions Administrator. She then moved into Financial Planning, assisting in Client Services and Paraplanning.

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  • Elaine Potter The Team

    Agencies & Income Processing Assistant
    Elaine's background has primarily been administration support and customer service based.

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  • Olga Henschke-Manek The Team

    Administrative Operations Assistant
    Olga joined Beaufort in 2017. Olga has previous experience in support roles and has joined Beaufort to assist Beaufort Investment on a daily basis.

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  • Conor Cassidy The Team

    Trainee Operations Specialist
    Conor joined Beaufort in 2017. Conor's role is not only to help with the day to day tasks of the operations team but to assist with re-balances, complete fund switches and place trades for advisers.

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  • Lynette Francis The Team

    Project Assistant
    Lynette has worked in Financial Services since 2000. Lynette's role at Beaufort is to assist with various Compliance projects whilst maintaining the Training and Competence database.

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  • Sharon Brennan The Team

    Operations Specialist
    Sharon has worked in the Financial Services industry since 1994 in a variety of roles within the Investment and Private Banking sectors. Sharon's role at Beaufort is to support for both Beaufort Financial and Beaufort Investment ensuring deadlines are met throughout the month and to provide a professional service to our clients.

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  • Laura Wilson The Team

    Operations Administrative Assistant
    Laura has worked in the Financial Services since 2012 as a debt recovery adviser for Santander Consumer Finance and PSA Finance. Laura's role at Beaufort is to complete daily administration duties as well as completing weekly reports for Beaufort Investment.

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