Cliff Patterson Shares his Views on Beaufort Investment

11th July 2019

Congratulations to the Beaufort Investment team who have worked really hard to win Best Discretionary Fund Manager at the Money Marketing awards 2019. This wonderful news has been shared with our Clients and we have received some positive feedback, one in particular being from Cliff Patterson, Compliance and Operations Director at AV Trinity Limited. Thank you for your kind words Cliff.

“When recommending any DFM to our clients, we have a preference for local firms, with whom we can meet face to face and have close contact with throughout our relationship. We also like any firm we recommend to be aligned to our ethos and culture of not taking undue risks with our client’s investments and pension funds.

We started recommending Beaufort Investment to appropriate clients around 3 years ago. We already had high regard of Emma Clarke from previous experience of dealing with her. In addition, one of our Charted Financial Planning team had very  positive experience of Beaufort Investment’s performance and  philosophy and so we invited the team in to further understand the portfolios.

We particularly like the make up and the performance of the enhanced passive portfolio range as this delivers to our clients excellent diversification, tactical asset allocation and sector specific passives at a competitive cost.

Emma and Shane Balkham, the CIO, have always been readily available and stay in close touch to support  our team and to help us fully understand the proposition.  

We are really  pleased that we took the decision to include Beaufort Investment as part of our wider investment proposition.”