Jason Barefoot, CFP™ FPFS in

Jason Barefoot, CFP™ FPFS

Examiner · DISC type sc
Chartered Financial Planner at Ascot Lloyd
📍 Lichfield, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Chartered Financial Planner
Location
Lichfield, England, United Kingdom
Personality Overview

How Jason shows up

Overcautious
Tough To Convince
Process Oriented

The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally.

Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2019
Chartered Financial Planner
Ascot Lloyd
12-2018
Chartered Financial Planner
Newell Palmer
4-2016 - 12-2018
Employee Benefits Adviser
Newell Palmer
6-2015 - 4-2016
Paraplanner
Newell Palmer
8-2014 - 6-2015
New Business Administrator
AFH Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2014
BA
University of Leicester
2009 - 2011
Education details unavailable
New College Telford
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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