Emma Clarke, Senior Investment Analyst at Beaufort Investment Management selected for the 2018 PAM Top 40 under 40 22nd March 2018

Emma Clarke, Senior Investment Analyst at Beaufort Investment Management, has been selected by PAM Insight, the leading wealth management information service for its top 40 under 40 investment professionals for 2018. Now in its 9th year, the 2018 PAM Top 40 under 40 initiative recognises, introduces and promotes the rising stars of the private client

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Why advisers shouldn’t write off social media 22nd February 2018

As anyone who knows me will attest, writing a blog on how to use social media is well outside of my comfort zone. However, I’m becoming increasingly convinced that social media, particularly targeted advertising and posting, will become a powerful and effective way for advisers and planners to attract new clients. Why? In no small

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Statehouse joins Beaufort Group 31st January 2018

Beaufort Group, the national partnership of independent financial planners, announces the formation of a new Appointed Representative firm, Beaufort Financial (Swindon) Ltd. The new firm, led by Statehouse Group principal Nick Cowen, will operate from its current office in Hook, near Royal Wootton Bassett, Wiltshire. Nick has an existing team of ten personnel helping him

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A year on, and I’m still worried about DB transfers 29th January 2018

It’s a year since I first wrote about Final Salary and Defined Benefit transfers. Plenty of water has flowed under the bridge since then. However, there’s still no doubt in my mind that the issue remains the single largest threat to our profession, as well as the finances of many thousands of people. Over the

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The problem with DFMs: Who is the client? 14th December 2017

In my experience, an ever-greater number of advisers and planners are choosing to outsource investment management, allowing them to focus on what they do best; advise and plan. Developing a Centralised Investment Proposition and outsourcing investment management to a Discretionary Fund Manager (DFM) is clearly one option that’s becoming more popular: Defaqto’s Adviser Survey found earlier

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Emma Clarke wins Fund Analyst of the Year at Women in Investment awards 30th November 2017

Emma Clarke, Senior Investment Analyst at Beaufort Investment Management, has been named Fund Analyst of the Year . The prestigious award was presented to Emma at last night’s Women in Investment awards, a glittering ceremony that took place in London, attended by the investment industry’s leading lights. Executive Chairman of the Beaufort Group, said: ”

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