Simon Goldthorpe

Chairman of The Beaufort Group of Companies. Enjoying making money work.

[Simon Goldthorpe @simongoldthorpe]

With the onset of #ConsumerDuty, #tax changes and rising #interestrates leaving many clients feeling nervous about their personal finances and wealth, my latest blog provides four ideas to help advisers thrive in periods of change.
https://t.co/DQFLEUd6FF

#ifas

[Simon Goldthorpe @simongoldthorpe]

It’s up to us as an industry to find ways to bridge the generational gap and make our services work for #youngerpeople throughout the financial life cycle. My latest blog provides five ideas to consider when thinking about a #youngerclient base.

https://t.co/2GvjOYr8YM

#IFAs

[Simon Goldthorpe @simongoldthorpe]

Fantastic news to announce Solomon’s Partnership with Beaufort Financial Westerham and excited for the journey ahead.
@bdaviesbfpw

See press release for more details. https://t.co/Yi5nIcuihc

[Simon Goldthorpe @simongoldthorpe]

In my latest blog, I share four new year's resolutions I believe every adviser should consider making to get their business off to a flying start in 2023.

https://t.co/RvQu5wymaP

#advisers #ifas #newyearsresolutions2023

[Simon Goldthorpe @simongoldthorpe]

My latest blog provides a checklist of the key things to look out for in managing your business' online presence well, plus some easy wins to help your company get more out of what’s happening online.

https://t.co/p0MhuaA2Ha

#chairmansblog #online #onlinepresence #ifas

[Simon Goldthorpe @simongoldthorpe]

My latest blog provides some tips for thinking outside the box on the buyers' market of adviser recruitment. I think that while salary is important, making sure people enjoy coming to work is vital.
https://t.co/veUTeug2AA

#chairmansblog #recruitment #advisers #buyersmarket

[Simon Goldthorpe @simongoldthorpe]

I’m often asked what #advisers should be doing to #futureproof their business.

It's not just succession planning, but finding ways to personalise relationships with clients and bring them together to create a club-like atmosphere.

See my latest blog. https://t.co/u16u9UeHtz

[Simon Goldthorpe @simongoldthorpe]

Investment scams are certainly not a new phenomenon, but they have never been more prominent or sophisticated than in recent times.

In my latest blog, I look at three ways advisers can tackle fraudsters and their tactics.

https://t.co/kMikdHkTAP

#chairmansblog #investmentscams

[Simon Goldthorpe @simongoldthorpe]

My latest blog identifies 3 key things to consider in order to get the best from your management information systems.

How many of these boxes can you tick?

https://t.co/oBqQEv86bY

#informationmanagement

[Simon Goldthorpe @simongoldthorpe]

Advisers are having to play a crucial role in the evaluation process of the #ethical merits of clients' portfolios.
See my blog for 3 core areas to help advisers strengthen their ability to support clients' combined ethical & financial objectives. https://t.co/tsgjxzt8rH

[Simon Goldthorpe @simongoldthorpe]

In my experience, there are three sure-fire ways to help people feel more secure in their investments in times of uncertainty. See my latest blog. https://t.co/wYiXH65YVa
#investments #financialadvisers #financialadvice #clients

[Simon Goldthorpe @simongoldthorpe]

Training the next crop of financial advisers should be on the core agenda of any sustainable practice. My latest blog explores the options available.
https://t.co/UYbagBgywA
#ifas #youngtalent #financialadvisers #chairmansblog

[Simon Goldthorpe @simongoldthorpe]

Wondering what PR could do for an advice business? My latest blog outlines five tips to get advisers started. Follow the link to read the blog. https://t.co/MbNaeFl71T
#PR #businessadvice #ifas #chairmansblog

[Simon Goldthorpe @simongoldthorpe]

Client service reviews may unintentionally become a tick-box exercise, but they can be a great way to demonstrate value and give clients a chance to have their say too... See my latest blog. https://t.co/n72FYM6MlP
#clientservicereviews #reviews #chairmansblog

[Simon Goldthorpe @simongoldthorpe]

I implore budding advice #businessowners to ask themselves some hard truths before they embark on the journey of starting their own firm. My latest blog highlights three key things to consider. Follow the link to the blog https://t.co/NwnJ5zP0LP
#advicefirms #launchingabusiness

[Simon Goldthorpe @simongoldthorpe]

Most of the financial advice community made a remarkably smooth transition into #remoteworking when the first national lockdown hit last year. I take a look at ways adviser businesses can grow without an office… See my blog https://t.co/tukLSkwgxZ
#businessgrowthtips

[Simon Goldthorpe @simongoldthorpe]

Sadly, it’s not as simple as telling people they can work from home and leaving it at that. Your HR policy needs to be absolutely watertight. My latest blog explores ways #advisers can better recruit in a world with more #remoteworking https://t.co/4Tkn7g5ASB
#recruitment

[Simon Goldthorpe @simongoldthorpe]

Many factors contribute to the value of a financial advice business. In my latest blog, I take a look at some of the most important elements, including succession planning, liabilities and quality of data. https://t.co/M31Q3RI1W4
#ifa #business #successionplanning #businessvalue

[Simon Goldthorpe @simongoldthorpe]

My latest blog looks at the key questions to ask when meeting a prospective IFA network. https://t.co/E0PNYohLpH
#chairmansblog #ifa #network #financialservices #ifas

[Simon Goldthorpe @simongoldthorpe]

It was recently #professionalindemnity #insurance (PII) renewal time for the subsidiaries within the Beaufort Group. Crucially, we maintained our excesses, something we know from speaking to peers is not the case for many businesses. Read my latest blog. https://t.co/HL1yVIgBFT