0208 166 7217
Based in Finchley
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 22 February 2025
Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status
19
Recent Client Reviews
Verified reviews: 100%
Jason has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 07 February 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.
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Jason has not yet added their qualifications to their profile
Transparent Fees
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
89
Positive 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 89 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 22 February 2025
Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status
19
Recent Client Reviews
Verified reviews: 100%
Jason has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 07 February 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
Qualifications not yet added
Jason has not yet added their qualifications to their profile
Transparent Fees
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
89
Positive 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 89 first impressions)
Throughout my career, I have developed a comprehensive and broad range of financial planning expertise, working with a diverse client base, including families, entrepreneurs, entertainers and high net worth individuals. I’m passionate about forming long-term relationships, built on trust and clear, honest advice. My aim is to simplify complex matters and solve clients’ problems, empowering them to make informed and confident decisions and helping them to achieve their personal and financial goals.
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
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