0330 038 8938
Based in Bath
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: September, 2018
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: 21 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Jason has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 11 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: 14 March 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.
13
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jason has provided information on their typical fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
22
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 22 first impressions)
100% of users who are not yet clients had a positive first experience with Jason
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 22 first impressions)
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: 21 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Jason has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 11 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: 14 March 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.
13
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jason has provided information on their typical fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
22
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 22 first impressions)
100% of users who are not yet clients had a positive first experience with Jason
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 22 first impressions)
We genuinely care about the investment and life outcomes of our advice, helping you achieve the lifestyle you aspire to. As well as our services provided to you through your employer, we are available to be by your side at other key life moments. From buying a house, to starting a family or retiring, we can help you ensure you understand the impact on your finances and how you can best act. There are many specialisms within financial services and we have a network of trusted partners to deliver you the best service whatever you need; saving you time and worry of researching new advisers. Based in Bath, we help employers across the UK. We do this in conjunction with Excellect who are a market-leading employee benefits provider, and our network of other trusted financial services professionals so we can deliver a holistic service. We are a totally independent wealth management firm, backed by Vision for our regulatory support. Vision are 100% owned by Rathbones, a 330-year-old investment firm with more than £100 billion assets under management.
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
Clients' level of financial expertise
Household income
Mortgage value
Savings
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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Adviser Disclaimer
Venture Knoll is a trading style of Cooper Knowles Limited which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register here. The future value of investments can fall as well as rise and future growth is not guaranteed. *Please note the FCA does not regulate the following services: Financial Well-being products and Employee Financial Education. Registered Office: 5 Argyle Street, Bath, BA2 4BA Tel: 01225 462 145. Registered in England and Wales. Registration number: 14967873.