0330 038 8939
Based in Alcester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Jason has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jason has not yet added their qualifications to their profile
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Jason has not yet added their qualifications to their profile
Transparent Fees
Jason has not yet added their fees to their profile
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Jason has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Jason has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jason has not yet added their qualifications to their profile
Qualifications not yet added
Jason has not yet added their qualifications to their profile
Transparent Fees
Jason has not yet added their fees to their profile
Fees not yet added
Jason has not yet added their fees to their profile
I have enjoyed a very successful 30 years as a financial adviser, with the last 20 years as an Independent Financial Adviser, meaning I have not been restricted in terms of products and providers that I have been able to advise upon. During this time, my aim has always been to put customer service at the forefront of my proposition whilst building deep personal relationships with my clients. I pride myself on ‘jargon-free’ quality advice whilst offering an innovative and diverse approach to planning. My areas of expertise are: • Discretionary & Advisory Investment Management • Tax Efficient Investment Solutions • Pension & Retirement Options • Inheritance Tax Planning • Individual Protection, Life Cover & Family Protection • Business Protection & Succession Planning • Corporate Solutions I have a wide-ranging client base, from directors looking for advice for their company and personal arrangements, to the employed and sole traders looking at financial planning and wealth management solutions. If you would like to discuss anything further, please do not hesitate to contact me. I offer a free no obligation initial meeting, where I will introduce myself and 88 Capital Wealth Management and explain how we can help you to meet your future financial objectives.
Offers available through VouchedFor
Contact Jason through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jason's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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