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Beaufort Asset Management adds to advisory team

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Beaufort Asset Management has hired three advisers and a paraplanner as it grows its advisory team. 

Beard and Coles Financial Practice financial planner Andrew Coles has joined as a financial adviser, while independent mortgage consultant Andy Nicholls has joined as a mortgage and protection adviser.  

Pensions, retirement planning, mortgages and protection adviser Andrew Davies has joined Beaufort as a financial consultant and St James’s Place Wealth Management paraplanner Jill Hanson has joined the paraplanning team. 

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Simon Goldthorpe

Beaufort Asset Management managing director Simon Goldthorpe says: “We have made a brisk start to 2013 and six months into the RDR our model is working well. We continue to attract both private and corporate clients, whose financial planning needs are ever more complex and demanding.  

“Our offering is robust and we are fortunate in being able to attract quality advisers and support staff to service our growing list of clients, who are based mainly in Berkshire, Buckinghamshire, Hampshire, Oxfordshire, Surrey and Wiltshire.” 

Former Honister Capital director Alan Easter launched Beaufort Group in March last year. 

The Group is made up of Beaufort Financial Planning and Beaufort Asset Management and has former Aegon head of industry development Peter Williams and former Threesixty technical director David Ingram its the board.

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Comments

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  1. David Maxwell 30th May 2013 at 1:45 pm

    ex Millfield, ex Honister… lets hope that Mr Easter’s track record improves somewhat otherwise we will all be picking up the tab once again via FSCS…

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