Jonathan Creasey has been a successful Financial Adviser since 1991, when he established his own practice. In 2002, he became an Independent Financial Adviser and joined a national IFA firm that specialised in business consultancy and tax planning to expand his knowledge and expertise and therefore provide a more comprehensive service to his private and corporate clients. In 2004, he returned to run his own business and is now actively involved in two principle businesses: First Chapter Consultancy Limited and Beaufort Financial Planning (South West) Limited.
Jonathan is a certified NLP (Neuro Linguistic Programming) Practitioner, which he attained to maximise communications with his clients. His strengths include strategic planning and development, problem solving, creative thinking and communication skills.
Loves:- My family
- People looking happy and uncontrollable laughter
- Helping people
- The exhilaration of intense exercise
- Fast cars
- Travel
- Dreaming
- Eating out
Loathes:
- Selfish people
- Rudeness
- Lack of appreciation of life
- Laziness
- Garlic
- Electronics going wrong
- People that don’t listen and never let you finish a sentence
Having supported the Company since inception, Jane now works as Operations Director. Prior to this Jane worked for several years at the IBM headquarters in Portsmouth in an Account Management and Sales role, where she consistently achieved awards for client satisfaction. Jane holds a Degree in Business Administration.
Loves:- My family
- Feeling fit & strong
- Beachbody™ workouts
- Watching my girls dance
- Smell of freshly cut grass
- Sound of children laughing
- Live comedy
- Thollon-Les-Memises in France
Loathes:
- Air fresheners
- Seafood (except fish fingers)
- Bad manners
- People who waste time/lateness
- Negative people
Karen joined First Chapter as a Client Manager in early 2014 having previously operated as an Independent Financial Adviser for over 10 years. She oversees the Client Services team and acts as an interface between our clients, our consultants and the team to ensure we provide a streamlined and efficient client journey with the primary focus being on ensuring a high level of customer care and service. This conduit role, along with Karen’s level of qualifications and commitment to her ongoing personal and professional development make her a much valued and key member of the team.
Loves:- Travelling and experiencing different cultures
- Laughing until my sides ache
- Family
- New challenges and opportunities
- Feeling the sun on my face
- Smell of freshly cut grass
- Chocolate
Loathes:- Bananas
- Rudeness
- Spiders
- Coffee
Holly joined First Chapter in April 2012 on a Business Administration Apprenticeship Scheme. Having won the ‘Young Person Award for 2012’ and completing her Apprenticeship to the highest standard Holly quickly became an integral part of the First Chapter team. Holly continues to show dedication for her role as a Client Support Administrator and passes her knowledge and experience to newer members of the team. Holly is committed to learning more about the industry, streamlining processes and ensuring the highest level of customer service at all times, qualities which make her an invaluable and much regarded member of the team.
Loves:- Handbags
- Zumba
- Pub lunches
- Christmas
- The smell of freshly baked bread
Loathes:- Sitting in traffic
- Bad manners
- Arrogant people
- Early mornings
- Snakes
Kim joined Beaufort Planning as a Client Support Administrator in October 2016 following a 30 year career in retail banking. After taking voluntary redundancy and enjoying a six month career break she took a change of direction and became a mentor with a local charity helping long term unemployed clients get back into employment. Kim then came back to financial services as a Practice Manager, completing her Diploma in Financial Services before joining Beaufort.
Loves:- Sparkle
- Champagne
- Theatre
- Travel
- Days out with family
- Good food and eating out
Loathes:- Rudeness
- Lack of Compassion
- Traffic jams
- Liars and cheats
- Litter
Anne joined Beaufort Financial in October 2018 with a wealth of cross industry administration experience. She is proudest of working with a company bringing their brand to the UK from New Zealand and establishing a business that still runs to this day. She has a passion for figures and administration and a drive to deliver a great customer experience.
Loves:- Swimming
- Custard, cake, chips, crisps
- Being out in the sunshine
- My life
- Dogs and donkeys
- Bonsai trees
Loathes:
- Ignorant or inconsiderate people
- Wind and rain combined
- Noisy neighbours
- Traffic
- Bad/lack of customer service
Rachel joined us as a Client Support Administrator in December 2018 following 9 years with her previous company, where she worked as a Share Registrar and previous to that working in Fund Administration. Rachel looks to continually challenge herself and is a keen learner dedicated to furthering her knowledge and understanding of the business and the wider industry.
Loves:- My friends and family
- Outdoor fitness training
- Being the hostess
- Horror films
- Popcorn
- Going for afternoon tea
Loathes:- Indecisive people
- The wind
- Selfishness
- Trifle
- The setting of numerous morning alarms set 5 minutes apart!!
Mark has been a successful Financial Adviser since 1983. Having established his own financial practice in 1990, Mark has continually strived to grow the business and his own personal knowledge and expertise.
Now actively involved in two principle businesses: First Chapter Consultancy Limited and Beaufort Financial Planning (South West) Limited, Mark remains as passionate as ever in ensuring his clients receive the very best Lifestyle, Personal and Corporate Financial Planning.
Loves:- Skiing
- Cooking
- Travel
- Kindness
- People who Dare to Dream
Loathes:- Selfishness
- Self-centeredness
- Confusion
- Speed cameras
- Brussels sprouts
In her position as Company Secretary, as well as bringing in excess of 18 years of formal business administration experience to the business and its clients, Vanessa also provides essential quality control support in relation to reporting and documentation.
Loves:- Dancing like no-one is watching
- Penguins
- People with faith
- Reading
Loathes:- Sushi
- Overcrowded trains
- Arrogant people
- Snakes.
