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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Interim results for the six months to 30 September

Jenna Brown
clock 18 November 2025 • 2 min read
FSCS deposit protection limit to rise to £120,000

FSCS deposit protection limit to rise to £120,000

Up from current limit of £85,00 following PRA announcement

Isabel Baxter
clock 18 November 2025 • 2 min read
Aberdeen to close private client service after selling advice arm to Ascot Lloyd

Aberdeen to close private client service after selling advice arm to Ascot Lloyd

Clients have been made aware

Isabel Baxter
clock 17 November 2025 • 1 min read