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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 […]

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