About Beaufort Securities
Beaufort Securities is an award-winning traditional stockbroker incorporated nearly a quarter of a century ago. Over the last two decades it has established itself as one of the UK’s leading independent private client investment houses servicing private investors, corporate clients and institutions.
Beaufort is authorised and regulated by the Financial Conduct Authority and a member of the London stock exchange
Online Share Dealing
Whilst Beaufort provides clients with a personal, comprehensive telephone-based advisory broking service, we also offer a straightforward, low-cost Online execution-only share dealing service.
- £8 for online, telephone and iPhone trades
- Open a Stockbroking Account or ISA online in minutes
- No fixed management fees and no hidden costs
- A robust platform enabling you to buy and sell shares quickly and easily
- Free powerful tools to assist your decision making
Click here to view the Beaufort Online Share Dealing Rate Card.
Online Stocks and Shares ISA
Beaufort also offers an Online Stocks & Shares ISA account, allowing you to shelter up to£15,240 from the tax man in the current tax year.
Beaufort’s Online ISA accounts carry no annual charge and allow you to trade at our standard online commission rate of just £8 per trade.
The Beaufort SIPP
SIPP stands for Self-invested Personal Pension. A SIPP is a type of personal pension and is designed to provide an income in later life.
You make contributions into SIPPs and receive tax relief in the same way as other pensions. The key difference is that you get much greater control over saving for retirement because a SIPP gives you more freedom to choose how to invest your retirement savings and manage them over time. Click here to read our SIPP FAQs in full.
SIPPs can be the ideal pension choice for those who want to take control of their investments in order to build a future income. You don’t need a huge pension fund to benefit from a SIPP. While SIPPs suit those keen to manage their own money, the Beaufort SIPP also gives you full access to your very own dedicated broker, on hand to offer you investment advice on your activity within your SIPP.
SIPPs are not suitable for everyone. If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you then a SIPP might not be right for you. If you are unsure whether the Beaufort SIPP is the right pension product for you, you should seek advice from an independent financial practitioner.
Why choose the Beaufort SIPP?
A Wide Choice of Investments
Within the Beaufort SIPP you can choose to invest in a full range of more than 2,000 funds as well as exchange-traded funds (ETFs) and individual shares trading on international markets
Direct access to your own personal broker by telephone for the latest advice and opportunities. Your broker will advise you on your pension investments ensuring that recommendations meet your objectives and circumstances.
Control over your investments
The opportunity to create your own personal retirement plan, with 24/7 access to the current value of all of your pension investments via our online platform, alongside your other non-SIPP Beaufort investment accounts.
The Beaufort SIPP carries a very competitive annual fee of £165 plus VAT, with a £75 plus VAT charge per transfer but no additional set-up fees.