Beaufort Securities

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

  Investment Advice

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.

  Great Value

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.

 

Telephone and Advisory Stockbroking

Beaufort offers a personal, comprehensive telephone-based advisory broking service as well as execution-only telephone dealing. With attractive rates of commission and a nominee service at no extra charge, our service covers all aspects of the market, from the FTSE 100 to AIM and ISDX.

We cater for all types of investor, offering share advice on both short and longer term trading strategies. See our rates and charges.

 

Beaufort guide

 

 

 

Discretionary Fund Management

 

Our Service

Our primary goal for all managed portfolios is to capture most of the market’s good times and miss most of its bad times. We class ourselves as risk managers. Protecting an account from significant downside damage is essential to providing consistent long term returns.

Our award-winning team deploy ultra low-cost passive instruments to execute active strategies, rather than managed funds that add a layer of cost which the client has to absorb. Our process is rigorously disciplined and rules based. We make no predictions, forecasts, or take gambles with client monies based upon best estimates. We seek to eradicate all behavioural or emotional biases and work with probabilities on our side with a process designed to offer a smoother investment journey.

  • Portfolios designed to give you the highest probability of meeting your desired financial goals at the lowest feasible cost
  • Bespoke Portfolio Service (BPS)
  • Model Portfolio Service (MPS)
  • A single dedicated Investment Manager
  • On-line access to portfolio 24 hours a day, seven days a week
  • Valuations every six months including tax statements
  • A proprietary risk management process
  • Investment Management Committee (IMC) with over 100 years of combined market experience

Beaufort wealth

 

 

Get in touch…

At Beaufort we offer a bespoke advisory service. Our people are dedicated to the markets day in and day out for one reason and one reason only – to help our clients profit. To discuss your strategies with a broker, please call one of our offices:

London – 020 7382 8384
Bristol – 0117 910 5500
Colwyn Bay – 01492 523 000
Newcastle – 0191 495 7950

 

Beaufort Request a Callback

 

Guides and Links

 

Guide to ISAs

 

Beaufort ISA

 

Guide to SIPPs

 

Beaufort SIPP

 

IPOs and Share Offers

 

Beaufort IPO

 

Guide to Corporate Bonds

Beaufort Guide to Corp Bonds

 

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