About Jason
Jason graduated from the College for the Distributive Trades London with an HND in Business and Finance in 1991. Jason is a member of the Chartered Institute of Securities and Investments (CISI), Jason holds a CISI Level 3 Certificate in International Wealth and Investment Management and CISI Level 4 Certificate in International Advanced Wealth Management. Jason has over 30 years of management and leadership experience internationally across different sectors.
Jason is very client focused paying special attention to the individual needs of each client by advising on the best solutions for the preservation and growth of their wealth. His management style focuses on teamwork to deliver a premium and personalised service to clients worldwide.
Qualifications
- CISI Level 4 Certificate in International Advanced Wealth Management
- CISI Level 3 Certificate in Wealth & Investment Management
- Higher National Diploma in Business & Finance