Chartered MCSI
Jason is a seasoned Wealth Consultant for Concentric, specializing in providing comprehensive investment and pension advice, alongside assurance and sustainable investment consultancy services for private clients, corporates, and trustees.
With nearly four decades of experience in the financial services industry, Jason’s journey began in Jersey in the banking sector. As well as holding senior positions in banking at renowned institutions Jason has had various financial services advisory roles, culminating in the Wealth Consultant role with Concentric.
Jason is a Chartered Member of the Chartered Institute for Securities & Investments, underscoring his commitment to professional excellence and client service.
Beyond his professional achievements, Jason is a devoted family man with two adult girls. He maintains an active lifestyle through running, boxing, and golf avidly following various sports, including football and golf. Jason is married to Kate, who runs one of Jersey’s best coastal cafes, The Good Egg. Jason’s diverse background and wealth of experience make him an invaluable asset to the Concentric team.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
© 2025 Concentric | Website by The Collective
Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited is licensed and regulated by the Guernsey Financial Services Commission.