Jason is a fully-qualified Financial Advisor, accredited by the Institute of Bankers of Ireland in pensions, investments, savings and life assurance.
Wherever you find expats, you find people who really need some good, timely advice – advice they can rely on; after all, it’s their future financial security that’s at stake. Being a member of a professional body is key to building confidence I think; that’s why he’s a founding member of FEIFA (the Federation of European Independent Financial Advisers), which has been running since 2009.
Jason also specialises in international Will creation with particular expertise in Interim Guardianships. With an extensive knowledge of multi-jurisdictional estate matters and inheritance tax-planning, he’s someone who can really help you with your estate and settling it easily. It’s often the case that people try not to think of their own death; but to ensure a smooth transition and avoid intestation, it’s vital it’s sorted out quickly by an expert – especially if your estate is complex.
Skills and expertise
- Working towards CISI International Certificate in Wealth Management
- QFA – Bankers in Ireland
Jason is happily married to wife Ruth with 2 beautiful children.
Jason was the first and only Irish male to represent Oman GAA men’s football team throughout competitions in the GCC.
“I’ve been Jason’s client now since 2005. He’s not only one of the most ethical people I’ve ever met, but he’s also smart, and he’s always well-briefed. I’ve found him indispensable when it comes to financial advice for me and my family, and the constant changes our lives undergo. Each time there’s a change, he’s there to give great advice; what that means, in reality, is that we’re always set up handsomely for the future.” – Javier A.