About Jason
Jason has been an adviser for 16 years. His ability to understand his client's needs and tailor-make unique solutions, has led to an excellent client reputation within the industry.
Having relocated to Spain from Manchester in 2016, he quickly became one of the leading names in Wealth Management, now managing our team in Puerto Banus, Marbella and our offices in Faro, Portugal.
Jason works closely with all of his clients to find the right products and financial strategies to achieve their goals, in areas such as tax planning, investment, saving, retirement, or in achieving a specific financial target.
He has an extensive knowledge of the UK property market, which proves helpful when advising his clients of a comparison between property and alternative investment options. Jason recently featured on an episode of “A Place in the Sun”, to help the house-hunters find their ideal home in Marbella.
He has advised on over 200 successful golden visa applications since 2021 and remains one of the most respected professionals within the industry. Jason was awarded the prestigious No. 1 Financial Adviser in Europe & Rest of the World 2023 for the second year running, as well as the No. 1 Manager in the World.
Qualifications
- Qualified Financial Adviser (QFA) Level 4
- Certificate in Mortgage and Practice (CeMap) Level 3
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