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 & Citizenship by Investment Programs.

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 advised on over 350 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 2024 for the third year running, as well as many other accolades.

Qualifications

• Qualified Financial Adviser (QFA) Level 4
• Certificate in Mortgage and Practice (CeMap) Level 3