Meet the Team

  • Simon Goldthorpe Board

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

    Linkedin Envelope
  • Andrew Bennett Board

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

    Linkedin Envelope
  • Clive Goldthorpe Board

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

    Linkedin Envelope
  • Jacqui Jardine Board

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

  • Derrick Dunne Board

    Beaufort Financial & Beaufort Investment CEO
    Derrick has extensive experience of the financial services sector. Derrick possesses an in-depth understanding of the asset management industry having worked with operational and governance structures of both large and small companies, successfully navigating them through financial crises and substantial regulatory changes.

  • Stephen Watson Board

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

    Linkedin Envelope
  • Shane Balkham Senior Management Team

    Chief Investment Officer
    Shane has worked in the finance industry for 25 years and recently celebrated 12 years of working on our flagship range of portfolios. 

    Envelope Linkedin Twitter
  • Rod Stewart Senior Management Team

    Head of Proposition and Partnerships
    Rod joined Beaufort Group in 2019. Rod will focus on building and delivering an improved proposition for the business, developing new quality standards for the advisers through his position as a central conduit between the IFAs in the business, the board and the operational team, to drive forward significant adviser growth over the coming years.

  • Tony Hicks Senior Management Team

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

  • Steven Poulton Senior Management Team

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

  • Katie Broome Senior Management Team

    Head of Marketing & Communications
    Katie joined Beaufort Group in 2018. Previously, she was Director of Marketing & Communications at Cubism Law where she led a rebrand of the business to redefine its client proposition and support its international plans for growth. Katie is now responsible for building the brand, strengthening the marketing capability and establishing effective communications across the Group and its associated businesses.

  • 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.

  • Fiona Voice The Team

    Group HR Manager
    Fiona is responsible for the overall provision of HR services, policies and programmes for Beaufort Group. Fiona has extensive experience as an HR generalist across a wide range of industries from logistics, pharmaceutical to engineering.

  • Emma Clarke The Team

    Head of Fund Research
    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.

  • 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.

  • 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.

  • 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

  • Paul Freedman The Team

    Investment Analyst
    Paul is an Investment Analyst for Beaufort Investment and he joined the team in 2018. He is responsible for analysing, selecting and recommending the most suitable investments for the Beaufort fund ranges. With 15 years’ Investment Management experience and most of it specific to multi-asset strategies he brings to Beaufort Investment a knowledgeable and valuable background.

  • Cormac Nevin The Team

    Investment Analyst
    Cormac has worked in Financial Services since 2012. Cormac started his career as an intern and then went on to gain experience in the technology industry working at a Fintech start-up, developing technology for active investment managers. Cormac is a part of the Research and Investment strategy team at Beaufort Investment which covers all asset classes, with a specific focus on Fixed Income and Alternatives.

  • 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.

  • Michael Cox The Team

    Professional Standards Manager
    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.

  • Ryan Kell The Team

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

  • Anthony Bass The Team

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

    Linkedin Envelope Skype
  • Katrina Stonestreet The Team

    Partner Services Executive
    Katrina has been in the industry for more than 5 years and builds relationships with partner firms. Katrina's role at Beaufort is to create, monitor and deliver migration plans for new partners joining Beaufort Financial. Katrina is the first point of call for all information between partner firms and Beaufort. Katrina also works alongside Partner Liaison regional colleague's to enable seamless support for Partners’ growth aspirations.

  • 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.

  • Laura Wilson The Team

    Trainee Paraplanner
    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 assist in the production of financial plans and reports for adviser clients and production of suitability reports.

  • Kate Johnson The Team

    Agency Novation Assistant
    Kate joined the Beaufort Group in 2019 as an Agency Novation Assistant. Within the Partner Services Team, Kate’s responsibilities include assisting with ‘onboarding’ of advisers, providing adviser services and obtaining performance information. Kate has previous experience in pensions, administering pension investments and withdrawals and liaising with investment providers to collect and maintain accurate client information.

  • Damini Sharma The Team

    Income Processing Assistant
    Damini joined the Beaufort Group in 2019 taking on the responsibility of processing and allocating payments received, preparing reports, payment runs, as well as reporting income and bank data to ensure the smooth running of the finance team. Previously, she worked in varied roles within an accounts department including credit control and bookkeeping in the motor trade industry.

  • 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.

  • 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.

  • Georgia Upfold The Team

    Operations Administrative Assistant
    Georgia's role a Beaufort Group is to liaise with financial advisers and support staff on a daily basis in relation to the management of client investments, monitor Group mail boxes and take incoming calls.

  • James Monk The Team

    Operations Administrative Assistant
    James is responsible for dealing with incoming calls, maintaining the company database as well as collecting relevant financial data for daily, monthly and quarterly reports.