Jason qualified as a Financial Consultant in 1997 with Lloyds Banking Group, with the responsibility of providing full financial advice to retail clients across the length and breadth of Wiltshire, Bath and Bristol. Jason's extensive client base and love of the county led to him settling in the Wiltshire market town of Chippenham.

His passion for private banking and wealth management ultimately led him along a prosperous path via St. James's Place back in 2007, where Berkley Square Private Clients was born. His ethos evolves around continuing to deliver clients a true wealth management experience based upon building long term, trusted relationships. He feels passionately that financial advice should be given, built upon, and tailored “for life’s journey”.

Jason is extremely proud to work alongside a handpicked team of specially selected individuals chosen by himself. Ensuring the team are happy and the business is running smoothly is a key testament to his and Berkley Square's successes. Jason is an accomplished and true 'people' person. Always available on the end of the phone, he is completely committed to providing clients a truly unique experience and strives to add value and substance to their financial and personal position over the longer term. 

A keen footballer from a young age, Jason played competitively before focusing on financial services. Jason is now a keen golfer, he loves travelling and socialising with family and friends. He is happiest when spending time with his wife Jo, his two children Alessandro and Isabella and his Granddaughter Giovanna.