Beaufort Financial (Westerham)

Beaufort Financial is a leading independent advisory firm, providing bespoke financial services and advice.

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[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/OSmU4Lt6ZP

[Beaufort Financial @BF_Financial]

It's #Thanksgiving in the USA and NMA asked 13 #IFAs what they are thankful for. This included Brian Davies from @BF_Westerham who is thankful for working in an industry that's continued to operate during the #pandemic and new technology.
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[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/mJm1z37Fay

[YOU Asset Management @YOUAsset]

The Federal Reserve concluded its two-day meeting and confirmed that the rehabilitation of the US economy will depend largely on the course of the COVID-19 virus.
#economy #equities #investmentadvice #investment
https://t.co/dqHkgL2Q80

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/SIuiv5Ls2Q

[YOU Asset Management @YOUAsset]

The week started buoyantly with markets in a risk-on mood following positive news about vaccine trials and governments ordering doses of the vaccine in their tens of millions.
#markets #economy #investing #vaccines #spaintravel
https://t.co/PAsWYiRFzh

[Beaufort Financial (Westerham) @BF_Westerham]

With more people expected to celebrate their 100th birthday, financial planning can help provide security as you consider the long term #FinancialPlanning
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[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/ndAg3UZYsL

[YOU Asset Management @YOUAsset]

President Trump has finally confirmed that things will get worse before they get better, when he delivered an update on the coronavirus in the US.
#US #coronarvirus #economy #markets #investing #stimuluspackage
https://t.co/S3PFVp1VlI

[Beaufort Financial (Westerham) @BF_Westerham]

A JISA is way of building a #NestEgg for children and grandchildren. We’ve explained the basics you need to know before opening one #Saving #Investing
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[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/8yj9H8bgkt

[YOU Asset Management @YOUAsset]

Markets broadly remained in positive territory last week on the back of encouraging reports from vaccine trials.
#markets #economy #investing
https://t.co/yjxbp69tiy

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/IbY5vqVWls

[YOU Asset Management @YOUAsset]

Our Chief Executive, Derrick Dunne recently commented on the UK unemployment figures for June saying they were "frightening" with worse to come once the furlough scheme winds down. See the article in Portfolio Adviser.
#ukemployment #economicoutlook
https://t.co/qJk0Wb024n

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/iAJxmHHz0A

[YOU Asset Management @YOUAsset]

Our Chief Investment Officer, Shane Balkham was quoted in Portfolio Adviser saying there was a “silver lining to the dark cloud” of the latest GDP figures.
#GDP #economy #economynews #economicrecovery
https://t.co/m2eybmF4Vx

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/iCctC8r25z

[YOU Asset Management @YOUAsset]

We have had a series of data releases this week ranging from inflation, growth, industrial production, unemployment and retail sales.
#economy #markets #investing
https://t.co/Xu0rBr3nFz

[Beaufort Financial (Westerham) @BF_Westerham]

Find out exactly what bonds are and why they’re important to your #investment portfolio and risk management in our latest blog.
https://t.co/dNmUSm1LL0

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/IKxp7QYafT

[YOU Asset Management @YOUAsset]

Last week, the Chancellor, Rishi Sunak unveiled his latest plan to support the economic recovery.
#economy #economicrecovery #economicoutlook #markets #investing
https://t.co/Z47JKu2StO

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/sO36B0qHCS

[YOU Asset Management @YOUAsset]

Rather than the symbolic red briefcase, our Chancellor, Rishi Sunak, appeared to don a red outfit and played the part of Santa Claus in his summer statement yesterday.
#budget #summer #economy #economymomentum
https://t.co/FmFBXy4boK

[Beaufort Financial (Westerham) @BF_Westerham]

Putting a Power of Attorney in place is often a task that’s overlooked. But it’s one that should be done alongside a wider financial plan.
#powerofattorney #financialplan #financialplanning
https://t.co/KCp5iex0Tv

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/aS29FeW6r9

[YOU Asset Management @YOUAsset]

Markets finished last week in an ebullient mode overall which saw MSCI ACWI rising +2.1% in Sterling terms.
#markets #economy #economicoutlook #Sterling
https://t.co/V0FdqtgUKB

[Beaufort Financial (Westerham) @BF_Westerham]

How much do you hold in cash? When you consider #inflation, you could be losing #money in real terms.
https://t.co/U6rTzrVBGP

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/BVGw25NGQu

[YOU Asset Management @YOUAsset]

Our CIO, Shane Balkham discusses the company's strategic move from the UK bond market for greater exposure to global credit in New Model Adviser.
#uk #bondmarket #bonds #investing
https://t.co/Owdc4C7mR2

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/v2O8OHVcXk

[YOU Asset Management @YOUAsset]

Comments on the US unemployment rate and the markets' reaction from our CIO, Shane Balkham were included in an article in The Guardian.
#usa #unemployment #markets #economy
https://t.co/gQY9TMVwkY

[Beaufort Financial (Westerham) @BF_Westerham]

https://t.co/25gvaGsdSh

[YOU Asset Management @YOUAsset]

Should I stay or should I go (out)? The Clash here is the interminable quandary between stemming the spread of COVID-19 and resuscitating economies.
#economy #economies #markets #Covid19 #investment
https://t.co/L47OX0qikH

[Beaufort Financial (Westerham) @BF_Westerham]

If you’re worried about how the unexpected could derail your goals, cashflow planning can help #FinancialPlanning #MoneyMatters
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