Jason Barefoot, CFP™ FPFS in

Jason Barefoot, CFP™ FPFS

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Chartered Financial Planner at Ascot Lloyd
📍 Lichfield, England, United Kingdom

Jason is a Chartered Financial Planner and Fellow of the Personal Finance Society at Ascot Lloyd, specializing in guiding clients over 50 toward financial independence. A graduate of the University of Leicester, he focuses on retirement and inheritance planning, and has contributed to publications like The Telegraph and FT Adviser.

Outside of his professional life, Jason prioritizes his family and is committed to continuous personal development. He is passionate about his profession, viewing it as a way to help people gain clarity and confidence to live the lives they want to lead.

He holds the Certified Financial Planner (CFP) designation, globally considered the gold standard of financial planning.

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

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Holistic Financial Planning
He uses cashflow modelling to map clients' finances against life goals, exploring various scenarios to build confidence and a clear, structured plan.
Client Communication
He emphasizes using storytelling to improve communication, empowering clients by making complex financial topics more understandable and relatable.
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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

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Education
2011 - 2014
BA
University of Leicester
2009 - 2011
Education details unavailable
New College Telford
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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