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Katrina Martin announced as finalist for ‘Paraplanner of the Year’ at the Professional Adviser Awards 2018

Katrina Martin, Compliance and Paraplanning Specialist at Beaufort Financial has been shortlisted as a finalist in the Professional Adviser Awards for ‘Paraplanner of the Year’.

Katrina joined Beaufort in 2015 and now supports 12 advisers in the Beaufort Group. Mark Cooper, Principal Partner of Beaufort Planning (South West) who nominated Katrina for the award describes her as: “Fiercely focused, dedicatedly determined, […]

Beaufort Group appoints Tony Hicks

Tony Hicks has been appointed to the post of Group Sales Manager at the Beaufort Group, the national partnership of IFA firms, which also owns discretionary fund manager, Beaufort Investment Management.

Tony joins from Aberdeen Asset Management, where he fulfilled a senior sales role with responsibility for the IFA market in the UK, as well as expat advisers in Europe.

Tony has worked […]

Emma Clarke moves a step closer to ‘Fund Analyst of the Year’ Award

Emma Clarke, Senior Investment Analyst has been shortlisted for the Women in Investment Awards ‘Fund Analyst of the Year’ award, following her nomination in September.

Run by Investment Week, the organisers say: “The Women in Investment Awards are not about men versus women, or whether a particular gender is more suited to a career in financial services, they are simply about […]

Beaufort Analysis 252 – Three is the magic number

To start the week off, we had the third significant anniversary of the year. Following on from the 10-year milestones for the start of the Global Financial Crisis and the last time the Bank of England raised interest rates, we have the 30th anniversary of Black Monday, reminding us of the catastrophic crash that rippled across global stock markets.

For most […]

Change, or we die

“Change is the law of life. And those who look only to the past or present are certain to miss the future.” John F Kennedy.

I’m a great believer in the need to innovate and keep moving forward.That’s often interpreted as harnessing the power of technology, and putting it at the heart of a business to deliver the products and services […]

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