News

Clifton Asset Management
9
Feb

Beaufort Group Partners With Gunner & Co. Events

The Beaufort Group, established in 2012, is a leading provider of financial services for companies and private clients, offering financial planning advice and investment management. The Group has partnered with Gunner & Co to share its innovative offerings to advisers seeking to sell their businesses in the medium-term.
The Beaufort Group has ambitions to grow its partnership of IFA firms to around 20 over the next five years, as well as to increase the funds under management (FUM) at its discretionary fund management (DFM) business, Beaufort Investment Management from some £460 million to around £2.5 billion over the same period.
Oliver Couchman, Head of Distribution says “It makes sense – the demand for large scale, premium quality IFA businesses on the market far outweighs the availability. And businesses with the gold standard of operations recognised by having achieved chartered status, are even more rare.”
“Joining the Beaufort Group on this journey comes with a wealth of other benefits, such as almost instant increases in your profitability and savings for your clients, through maximising the prospect of economies of scale, and assistance in marketing and business development to further grow your business without taking up your time.”
Oliver will be at Gunner & Co.’s Building Value in your IFA business and Preparing for Exit seminar, which takes place in London on the 17th March at the London Capital Club, sharing the Group’s proposition.
Louise Jeffreys, MD of Gunner & Co. added “It’s great to see propositions coming to the M&A sector that are a bit different – there are many advisers out there that want a medium length lead time to realise the value of the business they have built and grown. And the opportunity for an adviser to continue running their business in their style, is always very appealing”
A limited number of spaces are still available for this seminar, to register contact louise.jeffreys@gunnerandco.com