Finance firm strengthens team with new appointment
By Sarah Wood | 5th February 2020
Gloucester-based Beaufort Financial Three Counties has strengthened its team with the 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 at the lifestyle financial planning firm, said: "I am absolutely delighted that Bharti will be joining us. It is a real coup for us at this exciting stage of the growth of our business to have somebody of Bharti's capabilities join the team. I have worked with Bharti in the past and I know that she will be a great asset to the business and support to our clients."
Bharti brings with her a wealth of financial services experience. Her most recent role was with Jelf, but prior to that she worked for Warwick Butchart Associates, Vertex Business Services and Zurich. Bharti also has a Certificate in Financial Planning.
Bharti said: "I am absolutely delighted to be joining Beaufort Financial Three Counties. When I met with Jason Bolton and he shared his vision for the growth of the business and their customer service ethos, I knew it was too good an opportunity to miss. I am very much looking forward to working with the team and meeting some of their clients and professional connections."
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