Jason's career in the financial industry has spanned over twenty years. A connoisseur in the world of wealth management and personal banking, his experience in building long-lasting client relationships stems from some of the biggest names in financial services; including Lloyds Banking Group and Scottish Widows.
Starting as a Financial Consultant in 1997, Jason qualified as an Adviser 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 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 Wealth Management 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.
Ten years on, Berkley Square Private Clients is now a Senior Partner Practice of St. James's Place Wealth Management, where the core values of "Quality, Integrity and Excellence" are maintained alongside a team of specially selected individuals chosen by Jason himself. Ensuring the team are happy and the business is running smoothly is a key testament to Berkley Square's successes, as Jason is an accomplished 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 a keen golfer and can often be found watching Swindon Town Football Club, as well as spending time with his wife Jo and their two children travelling and enjoying holidays.
In the ever-changing world of financial investment strategies, Jason has always paid close attention to our individual and family needs and aspirations, aligning and adapting them to the best products in the marketplace. He listens carefully, has a personable and considered approach, continually ad...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.