Jason Bolton - Jelf Private Clients


Westmoreland House, CHELTENHAM, GL53

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Pensions, SIPP, Inheritance Tax, Wills And Trusts, Equity Release
Qualifications: Personal Finance Society Diploma (PFS), Trusts, Pension funding options, Pension income options, Mortgage Advice Qualification, Saving and Investment
Years as a regulated adviser: 11
Remuneration method: Either
FSA Registration Number: 155579 (Check this)

Jelf Group are a leading financial services intermediary with offices predominantly in the South of England and Wales. We are specialists in Wealth Management, Insurance, Healthcare, Employee Benefits and Commercial Finance.

Joined the Jelf Group in November 2004 and i am currently working towards Chartered Financial Planner status.
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