Jason is a Chartered Financial Planner with just under 9 years’ experience in the financial services industry.
Jason joined CBW in September 2011 as a Senior Paraplanner and has since become fully qualified as a Chartered Financial Planner. Prior to his time at CBW Financial Planning, Jason spent nearly 4 years at Holder & Combes as a Paraplanner, where he began his training.
- Jason conducts complex analysis on client’s final salary schemes
- Jason carries out due diligence across the entire market place to ensure the investment managers we use are of the highest calibre and match our company ethos
- Jason helps clients with their protection requirements to ensure their families are protected if anything were to happen to the ‘breadwinner’ of the family
Jason believes it is vital to engage with clients on both a personal and professional level to ensure their financial and personal objectives are met. Having provided technical support to various financial planners throughout his career to date, Jason’s technical knowledge regarding pensions, investments and tax is at the highest level, allowing him to provide clients with the very best advice.