Beaufort Financial (Three Counties) 19th July 2018

Beaufort Financial (Three Counties) is the name of a new IFA firm, which will offer a full range of financial planning advice, initially to private clients, in Gloucestershire, Herefordshire and Worcestershire. It has joined the Beaufort Group, a national partnership of independent financial advisers. The founders are Mark Davis and Jason Bolton, two experienced financial

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Beaufort Financial (St. Asaph and Chester) 10th July 2018

Beaufort Financial, the national partnership of independent financial advisers, has established a presence in North Wales and Cheshire, Gaynor and Stephen Lyth, who established the Chartered Financial Planning Practice Alchemy Advisory Services in 2004, have now joined the Beaufort Group. With offices in both locations, they will re-brand the business Beaufort Financial (St Asaph &

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Beaufort Group heroes complete the National Three Peaks Challenge 4th July 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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Michael helps Beaufort Group colleagues raise money for Dreams Come True with a ‘No Peaks’ Challenge! 24th May 2018

Michael Cox, Professional Standards Manager at Beaufort Financial, has a condition called Retinitis Pigmentosa which means that he currently retains a visual field of 5%. So, Instead of taking part in the National Three Peaks Challenge with his colleagues, Michael will be undertaking a ‘No Peaks’ Challenge to raise money for charity Dreams Come True.

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Are we an industry or a profession? 23rd May 2018

Industry and profession; two small words, often used lazily and interchangeably. Indeed, if I looked back over these blogs I’m sure I’ve been guilty of doing the same. The words we use matter though; they reflect how we perceive ourselves and more importantly, how consumers see us, the services we provide and the value we

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Communicating the benefits of advice: Why there’s still more to do 19th April 2018

In my experience, most advisers and planners communicate, and demonstrate, the value of advice very effectively in their one-to-one client interactions. Furthermore, we all know that high-quality financial planning adds far more value to the client than the fees they pay. Indeed, there are times, particularly as people move from the world of work to

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Finding the right fit; looking for the right DFM 18th April 2018

Discretionary fund managers (DFMs) now play an important part in advice firms’ propositions. Click here to read the New Model Adviser Outsourcing Roundtable supplement, in association with Beaufort Investment.

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Six things you need to grow your financial planning practice 31st March 2018

“Can you write a piece about business development?” they said.  “Sure, no problem.” “If you could focus on the most important things you need to grow a financial planning business that would be great” they said. “Hmm…” That’s not as easy as it sounds. Six things you need to grow your financial planning practice “Can

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