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Socium withdraws offer for Beaufort

Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.


Beaufort appoints Chartered Planner as new COO

Financial Planning, investment and mortgages firm Beaufort Group has appointed Chartered Financial Planner Jade Connolly as chief operating officer.


Network targets adviser acquisitions with Beaufort Group buy

The Socium Group has acquired the Beaufort Group with part of its £160m war chest to acquire Financial Planning businesses across the UK.


Goldthorpe warns PI problems will overshadow 2020

The lack of Professional Indemnity insurance availability for IFA firms is ‘the biggest threat to adviser businesses’ in 2020, the chairman of Beaufort Group Simon Goldthorpe has warned.

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