Beaufort IM CEO Dunne takes on second leadership role 4th December 2018

Derrick Dunne, chief executive of Beaufort Investment, has been appointed to a second CEO role at financial planning business Beaufort Financial.

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Network Beaufort to help employees take ownership 3rd December 2018

IFA network Beaufort Group is to launch an employee ownership trust (EOT) scheme to help its appointed representatives (ARs) with their succession planning. EOTs have gained prominence in the adviser community this year, driven in part by adviser Chris Budd who passed his own firm Ovation Finance to an EOT, after which he published a guide on the process: The Eternal Business.

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Juniper Wealth Management joins the Beaufort Financial partnership 30th November 2018

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

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Start-up IFA joins Beaufort Financial Partnership 19th November 2018

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. Doyle suggested...

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WLS Financial Services launched with Beaufort Financial 13th November 2018

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. 

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Three peaks challenge dreams come true 1st October 2018

Over the hottest weekend of the year, when the BBC reported “Scotland breaks temperature record” a team of ten people from the Beaufort Group of Companies, and four friends and family members attempted to complete the National Three Peaks Challenge in 24 hours, all in aid of the charity Dreams Come True. The challenge involves

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Beaufort Financial (Nottingham) 28th August 2018

Beaufort Financial, the national partnership of independent financial advisers, has opened an office at Stanton on the Wolds, Nottinghamshire. It will be headed up by Gurmit Nahal, who has some 15 years’ experience in the financial services sector. Gurmit joins from the Nottingham office of accountancy firm Mazars, where she spent three years as a financial planner.

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Beaufort Financial (Worcester) 28th August 2018

Beaufort Financial, the national partnership of independent financial advisers, part of the Beaufort Group, has a new presence in Worcestershire. Robert Burns, who has 30 years experience working in a financial environment including 14 years based in Spain, has joined the partnership and set up a new firm, Beaufort Financial (Worcester). Commenting on the establishment

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