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Following clients of Beaufort Financial Plus Ltd who joined us last year, we’re delighted to welcome the clients of Beaufort Financial Planning (Mansfield) Ltd into Investment & Retirement Solutions Ltd.

Although Investment & Retirement Solutions Ltd is a separate legal entity, from a practical view, nothing changes for these clients other than the company name.

Future correspondence from the Beaufort Mansfield team will be branded Investment & Retirement Solutions, but you’ll still be dealing with the same people, on the same phone numbers in the same locations.

Why? 

Paul H, Managing Director of Beaufort Financial Planning (Mansfield) Ltd became a shareholding director of Investment & Retirement Solutions Ltd earlier this year. Our business has a direct relationship with our regulator, the Financial Conduct Authority, removing the need for the regulatory ‘umbrella’ which has been provided so well by the Beaufort Group. 

Our shareholding directors have known each other for over 40 years and believe this is a positive step for the business, but more importantly, a positive step for clients.

How? & your protections

Today, 1st November, we start a legal process (novation) to transfer our clients and the responsibilities for their ongoing care from Beaufort Financial Planning (Mansfield) Ltd to Investment & Retirement Solutions Ltd.

This novation process means your existing contractual rights and our corresponding obligations transfer without any changes.

Over the coming weeks, Beaufort Financial Planning (Mansfield) clients are likely to receive notifications from your providers confirming Investment & Retirement Solutions is your “new financial adviser”; please get in touch with your usual contact, or any other member of our team if you have queries about any correspondence you receive, or if you want to understand a little more about what’s happening.

We invite all clients to explore our website, particularly some of our corporate governance policies which, in the interest of transparency, we’ve published. Published policies include our Conflicts Policy, Privacy Policy, Treating Customers Fairly Policy and our Vulnerable Persons Policy. We’ve shared also our developing thoughts about our Corporate Social Responsibility which we hope you find interesting. 

What’s happening with the Beaufort Mansfield firm?

Nothing; Beaufort Financial Planning (Mansfield) Ltd will still sit there in the background. At some point, over the next few weeks, it will deregister as a regulated entity and in recognition of leaving the Beaufort family, a change of name will be proposed to the Registrar of Companies in due course.

Please don’t hesitate to contact us if you have any queries.

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Notices:

Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.

The Financial Conduct Authority does not regulate taxation and trust advice, will writing, advice on deposit accounts, some types of offshore investment, some aspects of buy to let mortgages, commercial finance or offshore mortgages.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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