Position: Managing Director - Chartered Financial Planner
Tel: 01926 422292
Jason heads up the Financial Services’ team, helping clients to manage their money and plan their financial future.
As a Chartered Financial Planner and fellow of the Personal Finance Society, he’s passionate about ensuring clients have a sound personal finance plan and is a great advocate of long term wealth planning. Jason is an expert in bespoke company pension schemes and regularly carries out trustee work.
Jason was awarded Business Services Professional of the Year at the 2017 FirstPro Awards in recognition of his commitment to both clients and the local community.
Jason joined HB&O in 2010 and became Managing Director in 2012. Having started his career in retail management, Jason moved into financial services in the 1990s, working as a financial adviser for Lloyds TSB Private Banking, managing high net worth clients.
When he’s not in the office, Jason likes to keep fit by running and cycling. Although he has a keen interest in football, he is more likely to be seen running his Fantasy Football team than running round a pitch these days.
|CF8 - Certificate in Long-Term Care Insurance (CII)||G60 - Pensions (CII)|
|J01 - Personal Tax (CII)||J05 - Pension Income Options (CII)|
|G20 - Pension Investment Planning (CII)||AF5 - Financial Planning Process (CII)|
|CF7 - Certificate in Lifetime Mortgages Activities (CII)||HR1 - Home Reversion Plans (CII)|
|R01 - Financial Services, Regulation and Ethics (CII)||APFS - Associate, Personal Finance Society (PFS)|
|FPFS - Fellow, Personal Finance Society (PFS)||CeMAP - Certificate in Mortgage Advice and Practice (IFS)|
|CF9 - Pension Simplification (CII)||G10 - Taxation and Trusts (CII)|
|J04 - Pension Funding Options (CII)||SV1 - Saving and Investments (CII)|
|IMC - Investment Management Certificate (CFA)||J10 – Discretionary Investment Management|
|R08 - Pensions Update (CII)|