Partner / IFA

Jason began his career with Lloyds Bank before focusing his career as an adviser.

Originally he joined Prudential in the field of industrial branch collections, where he attained the Financial Planning Certificate and the Certificate In Mortgage Advice And Practice.

In 1997 he joined Barclays Wealth advising premier, corporate and small business clients, by 2001 he built his own client base, which enabled him to provide a more specific, relationship based, service. As well as maintaining strong relationships with accountants, solicitors and estate agents, referrals from existing clients remain the main reason for continuous growth within his client base.

In 2012 Jason qualified as a level 4 Financial Adviser and continues to study towards Chartered status.

Although Jason specialises in wealth creation he still covers the entire spectrum of financial needs for his clients.


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