Chartered Financial Planner
Jason is a Director of our Guernsey business and a Wealth Consultant at Concentric Wealth in Guernsey, providing expert advice across pensions and investments, assurance, and sustainable investment consultancy.
After graduating from Heriot-Watt University in Edinburgh with an MA (Hons) in Accountancy & Finance, Jason spent six years as a Business Development Executive in the telecommunications industry. He later returned to his passion for finance, retraining as a Financial Adviser and achieving the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning in 2016.
Jason has since continued to develop his technical expertise, completing the CII Level 6 Advanced Diploma in Financial Planning and achieving Chartered Financial Planner status. He also holds the CII Certificates in Discretionary Investment Management and Securities Advice and Dealing.
As a Chartered Financial Planner, Jason provides advice across a broad range of financial planning needs, with a particular focus on wealth management, investments and retirement planning. He is committed to providing clear, practical advice that helps clients make informed financial decisions and achieve their long-term objectives.