Press Release:
Beyond Advice Group Ltd welcomes Rupert Baron as New Chairman
Beyond Advice Group Ltd is delighted to announce that Rupert Baron, former CEO of Investment Management at Rathbones, has joined the firm as its new Chairman. With over 40 years of experience in wealth management, Rupert brings both deep expertise and a commitment to ethical, client-focused advice.
25 February 2026
Group CEO David Dawson said:
“We are thrilled to welcome Rupert to Beyond Advice Group. His integrity and leadership experience make him an ideal partner as we continue to empower our clients and support our advisers in delivering outstanding outcomes.”
Rupert, who retired from Rathbones after 25 years in May last year, shared his enthusiasm for joining the team:
‘Chairing Beyond Advice Group presents the perfect opportunity to join a dynamic team with an excellent client centric culture’.
In his new role, Rupert will:
- Chair board meetings and provide strategic oversight
- Support the firm’s investment committee
- Ensure effective governance across the Group
David Dawson added:
“Rupert’s leadership strengthens our culture of collaboration and integrity. Our mission has always been to empower clients to achieve their financial goal and having him steer our board ensures we continue delivering on that promise.”
Beyond Advice Group Ltd has ambitious growth plans within the independent financial advice sector. By welcoming experienced professionals like Rupert, the firm is reinforcing its commitment to clients and advisers alike.
Commenting on this Rupert said:
‘High quality financial planning sits at the heart of good investment advice. Beyond’s client focus, harnessed with the latest industry technologies, is a compelling combination. As the wealth management industry continues to reshape itself, Beyond Advice Group can operate at the forefront of the industry’.
“Our focus is simple,” concluded Dawson.
“We help people discover the path to their best life. Rupert’s appointment is testament to the culture we’ve built—a culture of trust, empowerment, and collaboration.”
For further information, please contact:
David Dawson, CEO
MHW
djd@mhwifa.co.uk
Tel: 07398886586
Notes to Editors:
Mission & Vision of Beyond Advice Group
Our vision summarises what our core aims are; our mission is how we achieve this, and our values describe the behaviours we commit to displaying along the way.
Our Vision
“Empowering people to discover the way to their best life”.
Our vision applies to clients, staff, directors and all who interact with our firm.
Mission
“Our mission is to help people understand themselves, their goals in life and how to achieve them. We do this by providing the tools, training and knowledge, to stay ahead of the curve, whatever the landscape.”
As a company and as individuals, we aim to continually develop. This means we aim to advise, support and educate you to set out, and stay on the right track to reach your goals.
Values
Integrity
Ownership
Collaboration
Excellence
Growth
In summary, we have created these values as our own benchmark as we strive to work alongside you efficiently and expertly, having your best interests at heart, continually measuring progress to ensure all focus is on your goals and how every decision and action impacts that plan.
At Beyond Advice Group, we measure our success by the achievements and financial wellbeing of our clients.
We are driven by a genuine desire to make a positive impact on their lives, helping them achieve financial security, meet their goals, and reach their goals of success.
Business Statistics
Advisers: 30
Offices: 4 (Many advisers working remotely)
Assets Managed: £600m
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