Beaumont Robinson IFA | Financial Advice Yorkshire | Independent Advisors | Yorkshire Leeds Harrogate Bradford Skipton

Independent financial advisers to individuals & businesses | Merchants Quay, Ashley Lane, Shipley, Yorkshire, UK

call us on: 01274 538750

	Site Map Downloadable pdf documents 1. Multiple Services One Standard 2. The Big Picture 3. A Matter of Balance 4. Pension Watch Service 5. Communiqué Winter 2009 6. Communiqué Spring 2010 7. Communiqué Spring 2011 8. Our Client Proposition 9. Our Values Statement Who we are Clear Speaking Advisors Beaumont Robinson operates according to these key business values. They guide our colleagues in the delivery of our work and in every interaction with all our stakeholders. They are the foundation on which we build our business. Clear speaking, you’ll read that time and time again on this website. That’s because taking a complex subject or situation, applying our knowledge and experience, and advising you clearly, reassuringly and honestly, is what we are all about. We want to be open and close to our clients, to talk their language. We want to build trusting, fruitful and long term relationships with them. We’re dealing with important matters concerning their future well-being, and we want them to feel comfortable and enjoy the process. The Company Beaumont Robinson Limited, Independent Financial Advisors, is registered at and operates from: Second Floor, Merchants Quay, Ashley Lane, Shipley, Yorkshire BD17 7DB. Registered in the UK at companies house number 04849239. The Team Structure Each of our clients has a dedicated team providing specialist knowledge and administration, and is headed by their Beaumont Robinson Consultant: the client’s main point of contact and source of financial advice in Yorkshire. We make sure all clients have easy access to their team so there is always someone to answer questions. All members of Beaumont Robinson are appropriately qualified and highly experienced in their field. They’ll listen to you, question you and tell you what they think in a clear and honest way. We want our clients to be comfortable with the people they deal with and put trust in the advice they receive. Our People Strength in depth Not only do we have consultants with depth of knowledge and experience, but we also understand the problems and issues our clients face daily, because we too run our own independent business. We believe we bring a lot more to the table than simply advising clients on products, and have over the years, helped clients with issues such as business building. A Centre of Excellence Degree course in financial planning Beaumont Robinson has been instrumental in the launch of the first Financial Planning BSc Degree Course in the UK. Through our influence, there is now a recognised degree course in financial planning. The first intake of undergraduates on the four year course began their studies at Bradford University School of Management in September 2010. History Yorkshire pride We are an independent owner managed business. Everyone is hands on and determined to create a distinctive service, highly valued by its clients and partners. Bradford city has an amazing history and has many overlooked assets today. We’re very proud of our Bradford roots, and have been giving advice to companies and individuals throughout Yorkshire, York, Leeds, Harrogate, Shipley and across the UK. As an example of this pride, David Cubitt was founder of the Manningham Means Business community regeneration initiative. The project is having a major impact on the quality of life in our area of the city. Our business is all about creating a beneficial future. For our clients and for those who work inside it. 40th Anniversary It’s our 40th anniversary, and it gives us an opportunity to thank you, our clients and business associates for your support which is very much appreciated. _ As our founder Roy Connew said on many occasions: “you can be the best technician in the country but without clients you do not have a business”. Multiple Services One Standard Corporate & personal wealth management Beaumont Robinson was formed in 1971 and has since grown organically and by acquisition to create a company of specialist Independent Financial Advisers (IFA). Our objective is to be recognised as the best IFA in the north of England. We aim to achieve this by excelling in the two specialist areas of Corporate and Personal Wealth Management. We offer corporate advice as well as personal advice which some IFAs don't. They often focus on personal wealth management. We believe this is wrong because very often personal wealth has come from company assets or from family businesses. Empathy is our strength Not only do we have advisors with depth of knowledge and experience, but we also understand the problems and issues our clients face daily, because we too run our own independent business. We believe we bring a lot more to the table than simply advising clients on products, and have over the years, helped clients with issues such as business building. Clients like you Beaumont Robinson has developed through a large corporate client bank. We now look after clients with hundreds of employees as well as our bread and butter family owned businesses, many of which have grown up with us and become very successful in their own fields. Multiple Services Our specialists offer a comprehensive range of services which is in some ways unique. Whilst we were one of the forerunners in the Self Invested Pension market we also advise on Final Salary Pension schemes. Our advanced software systems are normally only available through the larger consultancy companies. One Standard Our philosophy is to always give value for money and put our clients' interests first - whilst growing our own company by setting higher and higher standards. Welcome to Beaumont Robinson, we look forward to working with you. Contact Location Map & Contact Details

	Personal Pensions Pension Watch Service Dust down your pension assets A pension scheme is viewed by many as no more than a 'bank account', not normally accessed until you retire or semi-retire. Something to leave untouched for the future. However that is very much yesterday's view. Recent changes to pension legislation means that while the basics remain the same, your pension assets are now much more than a forgotten, untouchable thing. Unfortunately so many of us put tens of thousands of pounds in our pension and still just leave it there, gathering dust. Pensions & SIPPs Explained Features at a glance: Access to tax-free cash Draw benefits while working Vast range of investment types Control in your hands Access benefits at 55 Your pension can borrow Growth & income roll up in a tax-free environment Clear as mud? Like most people your pension plans are probably a bit complicated. You may have taken out different plans at different points in your life and now you might have 2, 3 or even 4 or more plans all doing slightly different things. Do you feel you're on top of it all? Planning your Retirement We all know planning your pension is important and you need to do it. But it can seem complex and frustrating, particularly as the rules and the products keep changing. We can show you all the options and advise you on your best plan of action. Pension Changes for 2011 On 9 December 2010 the Government published the ‘Finance Bill 2011: A Consultation on Draft Legislation’ This draft legislation makes some significant changes to pensions that may affect you. We have set out the key points. Please note that not all the details are clear at this stage, and may be subject to change before the legislation is passed. Our Service The Beaumont Robinson service: clear speaking consultants your team - available to answer your questions your review - keeps you up to date client proposition - options that suit you Corporate Solutions The Big Picture Solutions for businesses Beaumont Robinson have been advising companies, partnerships and sole traders for nearly 40 years. We have specialist knowledge in a wide area of financial services. Without doubt pension planning is the core part of our corporate activities. Whilst many other advisors restrict their advice to pension products, we look at the bigger picture. We take into account other sources of wealth which will have a major bearing on your affairs. For the whole company We are also unusual in that we are able to advise at all levels: from trustee and board members through to all other employees. For business & personal life In many cases we advise directors and partners on both corporate benefits and on a personal basis. To many clients, business and personal life are intrinsically linked. We find the two facets of our service dovetail well together. Indeed not all IFAs offer both Corporate and Personal Wealth Management. For building business Like many clients, we too run our own independent business. We empathise with many of the issues facing our clients. Our advisors bring a lot more to your company than just advising on products. Experienced financial advice and business acumen - welcome to the Beaumont Robinson way of looking after corporate clients. Company Pension Plans For companies we offer clear and honest pensions advice based on long term experience. The Beaumont Robinson team has a well developed and robust administration system. And because we use the latest efficient IT systems, we can offer keen fees. The Beaumont Robinson Corporate Pension service offers: advice and consultancy for all types of company and key executive pension schemes administration, actuarial and documentation for new schemes, existing schemes and scheme wind-ups Our Service The Beaumont Robinson service: clear speaking consultants your team - available to answer your questions your review - keeps you up to date client proposition - options that suit you

Wealth Management

A Matter of Balance

Building and protecting your wealth
We have been looking after clients' money for nearly 40 years and now have over a third of a billion pounds worth of funds under our management. This is spread over a wide range of products and funds, but ultimately is being managed for one reason only - to give you and your family the life you want.
Many people think they have the golden answer to wealth management. Some have a blind obsession with property, believing it to be the solution to so many problems. Similarly many business people think that their company is their pension, ignoring anything to do with proper wealth management.

Growth Income Protection

Managing your portfolio
advice and administration
for personal clients and companies
investing capital for growth and for income
protecting and preserving assets
portfolios including equities, gilts,
corporate bonds, investment bonds, commercial property funds, cash
tax and trust planning
lifetime cashflow planning

Tax & Trust Planning

Capital Gains Tax and Inheritance Tax can have significant impacts on personal wealth: when the value of assets are realised or assets pass from you to your family, tax liabilities may occur.

What we think about IHT

Do you want to leave a big part
of your estate to the taxman?

IHT - a big issue?
Inheritance Tax (IHT) is set to become a big issue for so many individuals in the UK but the vast majority of people don't realise it. The value of your estate could have grown rapidly, and at the same time the financial threshold at which IHT is payable has risen much slower. So a huge final tax bill is awaiting many.
But why worry, you'll be dead when it needs paying? Unfortunately your heirs will still have to pay those big price rises. They'll receive much less than previously in real terms. IHT kicks in above £325,000 (current Nil Rate Band for 2009/2010 tax year) and is charged at 40%! An estate of £750,000 would pay a whopping £170,000 of IHT liability.

Our Service

The Beaumont Robinson service:
clear speaking consultants
your team - available to answer
your questions
your review - keeps you up to date
client proposition - options that suit you

News

We Have Moved

Beaumont Robinson has moved to larger premises
After 38 years at Clifton Villas, Bradford, we have moved to larger premises. Being a proud Yorkshire business, it seemed right that our new office would be at Merchants Quay, an imposing brick built former textile mill, located close to the famous Salts Mill in Shipley.

The mill is conveniently situated and in a picturesque position adjacent to the Leeds Liverpool Canal, close to the railway stations of Shipley and Saltaire and with good parking for clients. The new offices have been modernised and provide more space and a more efficient working environment. We look forward to welcoming you.

Together Trust

To mark our 40th anniversary in 2011, Beaumont Robinson have joined forces with Together Trust to raise funds for those most in need.
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You can make a difference too. If you would like to contribute, please click on the donate button and be taken to our Together Trust contribution page. Every penny raised will be sent directly to the trust.

Widows Award

"We will make city a centre of excellence"
Degree course for financial advisers wins national recognition. David Cubitt was presented with the Scottish Widows Award at a prestigious dinner in London. The award was in recognition of a pioneering Bradford based initiative of which Beaumont Robinson were one of the main instigators, to create a Financial Planning Degree and thus encourage more people to become suitably qualified independent financial advisers.

The establishment of the Yorkshire IFA Forum chaired by David Cubitt was key to the launch of the new degree courses. The first intake of undergraduates on the four year BSc degree course in financial planning, the first of it's kind in the UK, began their studies at Bradford University School of Management in September.

IFA Forum

Yorkshire IFA Forum
Beaumont Robinson at the centre of the new forum

A new initiative to raise the profile and qualification standards of the IFA profession and to encourage more graduates into the sector has been launched in Yorkshire.

Communiqué Spring 2011

Independent Financial Advisers 1971-2011
It’s our 40th anniversary, and it gives us
an opportunity to thank you, our clients
and business associates for your support which is very much appreciated.

The company has been through many transformations and witnessed many changes since its formation in 1971. Not least of these changes was the economy which saw raging inflation through the 1980s with interest rates peaking at 17%, and the FT All Share Index fluctuating between 66 in 1974 to 3478 in 1999. We have also seen annuity rates fall dramatically as economic conditions change and people live much longer.

Communiqué Spring 2010

1997: Education, Education, Education
2010: Tax, Tax, Tax
We’re all still reeling from the last shock.
Where is the next shock coming from... TAX?

Communiqué Winter 2009

Aftershock
Dealing with a new world
The events of 2008/09 have been incredible, sending shockwaves around the world. This feels like a near miss to us: as we stand on our car brake and miss the car in front by inches, smugly admiring our driving skills, but looking nervously in our mirror.

Authorised and Regulated by the Financial Services Authority