Products & services

Online share dealing

Just £8 per trade online or over the phone;
View your portfolio online in ‘real-time’;
Buy and sell shares simply and quickly;
Place and manage your limit orders 24/7;
No annual management or inactivity fees.

Advisory stockbroking

Specialist advice covering FTSE 100, FTSE 250 & AIM;
Short-term trading strategies;
No account activation fees;
Deal from as little as £20 commission per trade.

Advisory CFD trading

Benefit from the flexibility of CFD trading;
A choice of trading platforms;
Learn of trading opportunities as they happen;
Trade on the move with the Beaufort Trader app.

Discretionary fund management

Portfolios designed to give you the highest probability of meeting your desired financial goals at the lowest feasible cost;
Bespoke and Model Portfolio Services;
A single dedicated Investment Manager;
A proprietary risk management process.

ISAs

One of the UK’s best value Stocks and Shares ISAs;
No annual management fees;
Invest up to £15,240 in the current Tax Year;
Potentially reduce your Capital Gains Tax by placing your shares in a “tax-wrapper”.

SIPPs

A wide choice of investments including equities, funds and ETFs;
Investment advice from an experienced stockbroker;
Control over your retirement plans;
Great value with an annual fee of only £160+VAT.

IPOs & share offers

Find out about the IPOs and Share Offers currently available through Beaufort;
Register now to receive our free IPO email alerts;
Review the early performance of recent share offers.

Corporate bonds

Find out about the corporate bond issues currently available through Beaufort;
Register now to receive our free corporate bond email alerts;
View a list of recent corporate bond offerings through Beaufort.

Probate services

Streamlined and cost-effective probate solutions;
Help and advice from highly qualified investment professionals;
Safe custody and administration of your portfolio.

Enterprise investment scheme

Up to 30% income tax relief;
Capital Gains Tax exemption on any profits ;
Inheritance Tax relief on death (Available after 2 years).

Tier 1 (investor) visa portfolio

A bespoke investment service;
Designed for UK Tier 1 Investors;
Encompassing a variety of qualifying investment options.

International trading

Focus on Execution and Services;
Diversification Across Global Markets;
Enhance your Portfolio in Strong Economies;
24 Hour Trading.

Capital markets

Corporate Finance;
Introductions and IPOs;
Primary and Seconary Fundraising;
Private Equity & Pre-IPO placements.

Investor relations

Extensive experience helping companies develop institutional and retail shareholder bases;
Strong links to fund managers both across Europe and the Middle East;
Tailored programmes to your company’s preferred target audience;
Sector specialisation encompassing natural resources, cleantech, media and technology.

Investor events

Investor Evenings with presentations from selected listed-companies;
Seminars providing educational support to private investors;
Exhibitions at which the Beaufort team will be present;
Access to video and research content from some of our previous events..