Beaufort Group welcomes newly launched IFA

Opens with 70 existing clients and £16m AUA

Victoria McKeever
clock • 1 min read

Newly launched IFA Beaufort Financial (Three Counties) has joined advice network Beaufort Group, opening its business with around 70 existing clients and £16m of assets under advice.

Beaufort Financial (Three Counties) - a separate firm to Beaufort Financial - will offer financial planning advice initially to private clients in Gloucestershire, Herefordshire and Worcestershire. Its office will be initially based in Maisemore, Gloucestershire. Founders Mark Davis and Jason Bolton are financial planners, each with more than two decades of experience in financial services. Bolton holds Chartered status, while Davis is working towards it. They previously worked together for Jelf Group between 2005 and 2008. This year, they decided to establish a new firm but needed ba...

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