DipPFS
Jason joined Succession in the role of Wealth Planner in October 2023 following the integration with Aviva Financial Advice. With over 30 years in Financial Services and over 25 years as a Financial Planner, Jason has a wealth of experience dealing in various advice roles supporting personal clients, high net worth clients and has also worked with SME and Large Corporate businesses at individual and scheme level. More recently Jason has specialised in at retirement planning, pension consolidation and investment advice.
Jason currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"Born and raised in Surrey, I love spending time with my grown-up family and enjoy the occasional round of golf. I am a big cricket, rugby and football fan and suffers being a season ticket holder at Crystal Palace."