Meet the team

Jason provides an excellent service‚ he has an in-depth knowledge of his field, is proactive and looks after his clients with a healthy dollop of humour and good grace. I have no hesitation in recommending him.Gareth Parry, Hopson Solicitors, Cheltenham

I have been advised by Jason Bolton for many years on investments and pensions and throughout that time I have found his advice reliable, sensible and professional. He offers a service which I have no hesitation in recommending and I look forward to working with him in the future.Mike Cartwright

Jason has been my financial adviser for the past eight years. At that time I had just been through a divorce and needed to ensure that the pension and savings I had would be sufficient for my lifestyle and expectations. He has helped me to invest and plan my future spending with minimum effort and fuss. I have really appreciated his help and advice and I have complete trust in him. My portfolio has grown consistently and Jason has always been reliable and efficient. Susie Bishop

As CEO of several companies I have always placed great importance on getting professional, and solid advice, especially when it comes to choosing a financial adviser. Making the correct decision about the individual or company you choose can be a daunting prospect. Making sure the person who is advising you has the required expertise and a good breadth of knowledge is paramount. My relationship with Jason has been long lasting, and I cannot speak highly enough of his qualities; his veracity and professionalism are beyond reproach. His expertise and knowledge of the financial sector is vast, and Jason's ability to understand an individual's requirements is uncanny. He is a wonderful listener and grasps the situation quickly, and the appropriate advice follows with clarity, and without procrastination. I have no hesitation in recommending Jason to both small and large companies, and to the individual.Allan Gardner, Hounslow, Middlesex