Areas of Expertise

 

Traditional Stockbroking

With a large advisory client base our award-winning team of skilled and highly experienced brokers create and deliver investment strategies and ideas best suited to achieving client investment objectives. So, their advice is specific to clients needs but it is also transparent, cost effective, innovative and focussed on achieving results. Why not talk to a stockbroker today? In addition to advising on and buying and selling shares we also offer our clients many other solutions to satisfy their investment needs e.g. tax wrappers such as ISAsbonds trading and CFDs.

 

Download – Click here to download Beaufort’s company brochure

 

Online Share Dealing

At Beaufort we believe in taking a clean, streamlined and efficient approach to online share dealing. We aim to give you, the investor, a straightforward service allowing you to simply buy and sell shares. We charge a low commission rate of £8 for online and telephone trades and we do not charge annual management or inactivity fees on any of our accounts.

Discretionary Fund Management

Beaufort Wealth offers innovative investment solutions and diversified discretionary fund management to suit the needs of individual clients. Having access to a wide range of asset classes and investment vehicles, enables us to offer a selection of bespoke and model portfolio services, using modern investment management instruments, practices and technology.

Capital Markets

Beaufort’s Capital Markets division supports corporate clients through our Corporate Broking, Corporate Finance and Dealing desks. Through our global network of investors, we have assisted small to mid-cap companies with a range of corporate services. These include AIM brokerages, fund raising exercises, public and private offerings, rights issues and venture capital. We can also advise on corporate restructuring, management/leveraged buyouts, divestments and acquisition finance. Click here to visit our Capital Markets sister website (www.beaufortcm.com).

Company Research

Beaufort Securities’ Research Department produce stock updates and company reviews on a daily basis. This information is delivered to our advisors before the market opens each day. More importantly it is accessed by our clients every day. Clients are able to download company research notes directly from our website. We cover a broad base of sectors and industries, and our analysts use both technical and fundamental analysis to review individual companies. See Stock Market News and Comment 

Our History

Beaufort Securities is a 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. Over the years the company won many prestigious awards for its traditional advisory stockbroking and online sharedealing services.

Alongside our City of London Head Office, we provide a convenient service to clients nationally from our regional offices in Bristol, Colwyn Bay and Newcastle servicing the South West, Wales and the North East respectively. 

We are authorised and regulated in the UK by the Financial Conduct Authority and are members of the London Stock Exchange and ISDX.