Chartered Financial Planner
Jason advises private clients and family businesses in all aspects of wealth management. He has a strong technical background having made great progress through the ranks since joining us.
Jason is married and has two beautiful young daughters which keep him busy when he is away from work. He has a keen interest in all things technology and enjoys listening a wide range of audiobooks and podcasts.
Jason graduated from Coventry University with a 1st Class Honours Finance and Investment Degree in 2013. After a brief sojourn at Mattioli Woods he joined Everlong Wealth in 2014.
Jason has a keen interest in Financial Technology and uses this to the full advantage of our clients.