Reading-based Beaufort Asset Management has appointed a new adviser and a marketing manager.
The Pensions Regulator's (TPR's) position that advice is not essential when setting up auto-enrolment pensions leaves employees at risk of being enrolled into inappropriate schemes and the policy being seen as just another "mandatory tax", the Beaufort...
Just 15 months after its creation, The Beaufort Group is seeking a finance director to help lead the group's next phase of growth.
The Beaufort Group, is looking to partner with between four and six new adviser firms by the end of this year.
Reading-based IFA, Beaufort Asset Management, has made four senior appointments to strengthen its advisory team.
Advisers should be aware that their clients may be unreasonably seduced by the idea that a bespoke discretionary fund managed (DFM) portfolio is 'created especially for them', according to one asset manager.