Insights

financial advice

The Value Of Financial Advice: How It Helps Wealth Grow

Measuring the impact of financial advice can be difficult. However, research and our own experience highlight that it can have a positive impact. The value of financial advice is something we talk about a lot at Beaufort Financial. We see the benefits it brings clients on a regular basis, whether that’s the confidence to forge…

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cashflow modelling

How Cashflow Modelling Helps Clients Plan For The Future

Financial confidence can have a hugely positive impact on lives. We wanted to share with you one of the methods we use to give individuals we work with confidence in their financial future; cashflow planning. As financial advisers, our goal is to give each client confidence in their financial future. There are many stages in…

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professional connections

5 Ways Professional Connections Help Your Clients

Creating a network of professional connections can help clients access the joined-up advice they need at different points in their lives. We believe partnerships with other client-facing professionals are essential. Building up a network of professional connections can be excellent for business and building up our client base. But it’s also helpful for your clients…

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Encouraging clients to think about their estate plan

Estate planning is often something people put off. Thinking about passing away and organising how assets will be transferred to loved ones is hardly something to look forward to. But it is an important part of financial security and achieving aspirations. It’s not a task to be done once and left either, updating it to…

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Six financial considerations when arranging a will

It’s a well-documented statistic in our professions that around 60% of people are yet to write a will; a huge 32 million people in total, as confirmed by the latest data from Unbiased. Whether you’re taking part or not, you’re probably aware of Will Aid taking place this November. There’s no denying the benefit for…

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What do our clients say?

  • 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 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

  • 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

  • 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 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

  • 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.

    I’m sure he has a lot of clients with a lot bigger portfolios but he always has time to answer my questions and make me feel like an important client.
    I can’t recommend him enough.

    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

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