Beaufort Financial Three Counties merger marks start of drive for growth

Beaufort Financial Three Counties the Gloucestershire based Lifestyle Financial Planning firm is pleased to announce that Beaufort Financial Worcester is going to merge with them with immediate effect. The new combined business will trade under the Beaufort Financial Three Counties brand and will be bigger, stronger and be able to offer an even broader range of advice and services.

Jason Bolton, Director and Chartered Financial Planner for Beaufort Financial Three Counties commented:

I am absolutely delighted that Robert Burns and Beaufort Financial Worcester has decided to join forces with us. Robert has over 30 years’ of working in a financial environment and the fact that he is a qualified accountant is another strength he brings to the business. This merger is just one a number of measures we are embarking on to grow Beaufort Financial Three Counties and take it to the next level. I am very much looking forward to working with Robert and I am sure that he will prove to be a great asset.

Robert Burns, Accountant and Chartered Financial Planner commented:

I have known Jason for some time now and have always been impressed by his passion and drive, but above all with the quality of advice and service that his business delivers. When Jason shared with me his plans and vision for the business, it was a very easy decision to make to join him and merge our two businesses. I very much look forward to continuing to look after my existing clients and meeting new ones both in Worcestershire but also beyond.

Robert Burns will be joining Beaufort Financial Three Counties as a Chartered Financial Planner.

Beaufort Financial Three Counties pride themselves on their unique approach to financial planning that applies a blend of art and science to the work they do. They help their clients by identifying aspirations, creating confidence and achieving objectives. They achieve this in a number of ways, but two of their key tools are a Life Plan and Financial Plan. These services are ideal for anybody looking to plan and better prepare for their financial future.

Anybody wishing to make contact with Jason Bolton or Robert Burns can do so via their website – or by calling them on 01452 345236 or 01905 885333.