A twenty-minute view. 

In the latest Adviser Insight video, Jason Barefoot chats to Lee about his financial planning beliefs and how he approaches looking after his clients.

It is very apparent during their chat just how client-centric an approach Jason takes to his financial planning for clients.

Open and articulate and with a real feel for looking after those he services this is a very impressive planner sharing his thoughts with the community, his joy at serving his clients but this is tempered with some thoughts around technology and how it might be joined up to better assist advisers with their clients.

Well worth a watch.

Image credit: Jason Barefoot, Ascot Lloyd.