Jason Barefoot

Jason Barefoot

Ascot Lloyd

Minimum savings/pensions: Over £50,000

0330 038 8942
Based in Wolverhampton
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Top Rated 2025
Verified since: December, 2023
4.7 out of 5

158 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 November 2025

    Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status

  • 60

    Recent Client Reviews

    Verified reviews: 100%

    Jason has received 60 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 July 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Jason has not yet added their qualifications to their profile

  • Transparent Fees

    Jason has provided information on their typical fees

    Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Jason

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 3 first impressions)

Money is a means to an end; it allows us to spend our time on what truly matters. Since 2017, I’ve specialised in helping clients over 50 gain clarity and confidence in both their finances and the way they use their time. Whether it’s establishing the level of income needed to achieve financial independence, visualising the next phase of life, or guiding clients throughout their journey, I focus on planning that supports the life you want to lead. I also work with parents and grandparents on inheritance planning, helping them manage tax, balance wealth distribution, and ensure their personal needs are fully considered. As a finance graduate, pension specialist, Chartered Financial Planner, Fellow of the PFS, and CERTIFIED FINANCIAL PLANNER, I combine professional expertise with a client-focused approach. I’ve contributed to publications including The Telegraph and FT Adviser, and I’m committed to continuous improvement to provide the best guidance for those I’m fortunate to work with. Outside of work, I prioritise the areas of life that matter most to me, including family and personal development. If you’re seeking clarity, confidence, and a structured plan that supports your life goals, click “Contact Jason” to schedule a no-obligation introduction call.