Skip navigation

Gloucestershire Business News

Financial firm’s merger marks a drive for growth

The merger of two financial branches of a lifestyle financial planning firm has been described as the "start of a drive for growth" by the new business.

Gloucestershire-based Beaufort Financial Three Counties has revealed it is joining forces with Beaufort Financial Worcester with immediate effect.

The new combined business will trade under the Beaufort Financial Three Counties brand and is described as "bigger, stronger and be able to offer an even broader range of advice and services".

Jason Bolton, director and chartered financial planner for Beaufort Financial Three Counties, said: "I am absolutely delighted that Robert Burns and Beaufort Financial Worcester has decided to join forces with us.

"Robert has over 30 years' of working in a financial environment and the fact that he is a qualified accountant is another strength he brings to the business.

"This merger is just one a number of measures we are embarking on to grow Beaufort Financial Three Counties and take it to the next level."

Robert Burns, accountant and chartered financial planner, said: "When Jason shared with me his plans and vision for the business, it was a very easy decision to make to join him and merge our two businesses.

"I very much look forward to continuing to look after my existing clients and meeting new ones both in Worcestershire but also beyond".

Beaufort Financial Three Counties describes itself as helping its clients "identify aspirations, creating confidence and achieving objectives".

Two of their key tools are a Life Plan and Financial Plan. These services are ideal for anybody looking to plan and better prepare for their financial future.

Anybody wishing to make contact with Jason Bolton or Robert Burns can do so via the website www.beaufortfinancial.co.uk/threecounties/ or by calling 01452 345236 or 01905 885333.

Related Articles

Coronavirus LIVE Updates: The latest news from across Gloucestershire on Monday, July 6 Image

Coronavirus LIVE Updates: The latest news from across Gloucestershire on Monday, July 6

The latest important news and updates from across Gloucestershire as the coronavirus crisis continues.

Council considers proposals for Marketing Gloucester Image

Council considers proposals for Marketing Gloucester

A small 'place marketing' team within Gloucester City Council and a steering board to work alongside it are among the recommendations of a report into The Future Marketing of Gloucester.

Lloyds boss to step down  Image

Lloyds boss to step down

The chief executive of Lloyds Banking Group will step down next year after a decade in charge.

Staycations boost Gloucestershire motor dealership as demand for motorhomes accelerates Image

Staycations boost Gloucestershire motor dealership as demand for motorhomes accelerates

The 102-year-old Warners Motor Group in Gloucestershire has seen soaring demand for motorhome rentals as holidaymakers plan UK trips because of restrictions on overseas travel.

Copyright 2020 Moose Partnership Ltd. All rights reserved. Reproduction of any content is strictly forbidden without prior permission.