Jason Wood

Jason Wood

The Private Office

Minimum savings/pensions: Over £100,000

0208 166 7217
Based in Finchley
View location

Top Rated 2025
Verified since: July, 2020

4.9 out of 5

121 reviews


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)

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

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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