An Independent Financial Adviser for 19 years, Jason has continued to build his clients entirely through referrals from existing clients and local professional connections.
Jason joined TFA in 2008. He works with a variety of clients including High net worth individuals, private clients, company directors, business owners and professionals to provide financial planning for them, their clients or employees.
Jason’s clients are throughout the UK and he offers mainly face to face advice in the comfort of your own home, in our St Austell office or at a location suitable to you covering all aspects of financial planning for all generations.
Jason holds the Diploma in Regulated Financial Planning (DipPFS), Certificate in Mortgage Advice & Practice and Certificate in Regulated Equity Release, Certs CII(MP&ER).
Jason provides a completely independent financial advice service, often, but not exclusively dealing with matters of:
mortgage advice including equity release
financial protection, including life assurance, critical illness cover and income protection;
investments and savings of all kinds, whether orientated towards income, capital growth, or both;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
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