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 business:

“I am absolutely delighted that Bharti will be joining us. It is a real coup for us in 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 financial services 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 commented on her new role:

“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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