Our Chartered Financial Planner Jason began his career in 1986 as an Insurance Broker with Co-Operative Insurance Society (CIS) before becoming an Independent Financial Adviser in 2001 and now joining us here at Beaufort Financial.
Jason specialises in working with people pre and post-retirement, as well as business owners, directors and those with wealth. His expertise lies in identifying and understanding people’s goals before building effective plans and solutions to achieve them.
Accreditations and memberships
- Chartered Financial Planner
- Fellow of the Personal Finance Society
Away from the office
Jason enjoys spending time with his family, football and golf.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Jason’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Jason’s SPS on request.
