Wealth Planning Adviser – Wealth Planning
Jason joined the group in August 2021 after immigrating to the UK from South Africa where he managed a book of HNW clients as a Financial Planning Partner for a national independent advisory firm. Prior to this, he worked as a Senior Wealth Adviser in the Private Banking Division of Standard Bank (SA). He has over 18 years’ experience in Wealth Planning and Financial Services, holds a Post Graduate Diploma in Financial Planning Law and a Level 7 Diploma in Advanced Financial Planning. He is a CFP professional and an active member of the Chartered Institute for Securities & Investment.