Our latest news

News

The World In A Week

The World In A Week – PRITI Scores

Last week the Home Secretary, Priti Patel announced a new points-based immigration system as part of the post-Brexit reform. This will bring an end to the free movement of labour and will come into play from the 1st January 2021. The new system builds on the Australian immigration model where the objective is to create…

Read More

The World In A Week – Will Markets Catch A Cold?

Cases of the Covid-19, otherwise known as the Coronavirus, spiked last week, although we note that this is due to the inclusion of reclassified cases. On a positive note, laboratory confirmed cases were lower, which suggests that the disease is spreading at a slower rate, although the death toll has now exceeded that of SARS….

Read More

Financial Wellbeing: How Do You Score?

Ministers have launched a financial wellbeing scheme with the goal of turning Britain into a nation of savers over the next ten years. How do your finances stack up? The most recent figures from the Office for National Statistics measuring household debt cover from April 2016 to March 2018. In total, household debt was £1.28…

Read More

Why Financial Planning Is Important For Generation X

If you’re part of Generation X, it’s the perfect time to start planning your finances to ensure you’re on track for meeting goals in the short and long term. Generation X is likely to be facing big life and financial decisions. Yet, only a small portion is working with a financial adviser to ensure their…

Read More
retirement planning

What’s The Purpose Of Your Retirement?

Having a purpose can improve your wellbeing, it’s no different when you reach retirement. What do you hope to achieve as you move into retirement? Purpose in life gives you a sense of direction and provides meaning. Having a purpose can improve your wellbeing throughout life, and it’s no different when you’re in retirement. Understanding…

Read More
The World In A Week

The World In A Week – Policy Preferences

Last week saw a reversal of fortune regarding market performance as global equities shrugged off concerns with MSCI AWCI rising +4.6% in GBP terms. This was primarily driven by the Chinese and US stock markets (up +6.5% and +5.1% respectively) and rests on the assumption that the Coronavirus outbreak can be contained. A secondary-order assumption…

Read More
Bharti Mistry has joined the Beaufort Financial Three Counties Team

Beaufort Financial Three Counties further strengthens team with new appointment

Beaufort Financial Three Counties the Gloucestershire based Lifestyle Financial Planning firm has strengthened its team with the new appointment of Bharti Mistry, a professional with over 25 years’ experience in the financial services sector, as Client Services Manager. Jason Bolton, Director and Chartered Financial Planner for Beaufort Financial Three Counties commented on Bharti joining the…

Read More

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

Sign up to our newsletter

Please click this box to confirm you fully understand and accept the Privacy Notice. Click here to read our privacy notice.