Insights

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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Pensions for business owners; a screwdriver or Swiss Army knife?

Most people think of pensions as serving one purpose; to save for retirement. However, given numerous recent updates to legislation, for the discerning business owner, a pension can be much more. In our vast experience of looking after company directors and the self-employed, pensions solve problems business owners hadn’t ever dreamt of having. Opportunities have…

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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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