0208 166 8476
Based in Hoxton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status
Last checked: 09 July 2025
Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status
4
Recent Client Reviews
Jason has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 July 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jason has provided information on their typical fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Jason
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status
Last checked: 09 July 2025
Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status
4
Recent Client Reviews
Jason has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 July 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jason has provided information on their typical fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Jason
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 4 first impressions)
I’m a chartered financial planner who loves helping people to achieve their financial goals by supporting them through their long-term financial decisions. I’m also passionate about helping people access responsible investments, which consider their impact on the climate and society at large as well as seeking profit, as I believe this is the key to truly sustainable long-term planning. It might be helping you set up a savings plan for the very first time or reviewing that mixed bag of pensions you’ve accrued through decades of work. It might be helping you protect your loved ones with a bespoke insurance package or helping you buy that next home. It could be helping you understand your options as a business owner and entrepreneur, making sure you’re making the most of the financial opportunities available to you. Whatever the life goal and whatever the dilemma I’d love to help you understand what you need, what you have, if it’s right for you and what your options might be. And I love wine and whisky! I'm a qualified sommelier (a past life, greatly enjoyed) and am deeply passionate about biodynamic wines and sustainable viticulture.
Offers available through VouchedFor
Contact Jason through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jason's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Adviser Disclaimer
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is directly authorised and regulated by the Financial Conduct Authority under reference number 814106.