- call us now:0121 408 5702
- email: jason@suttonoaks.co.uk
Established in 2014 we provide a personal service, but have the support and resources of a major national Financial Services company behind us. Sutton Oaks Wealth Management Ltd is proud to be an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
Our clients are a mixture of Private Individuals, Trustees and Companies who all understand that by seeking our professional advice they can achieve the most from their wealth.
Our role, put simply, is to align your financial planning objectives and goals with your financial affairs.
Our success has been based upon three core principals; integrity, professionalism and knowledge.
Find out about our professional and experienced financial planner - who they are, how they can help you and how you can contact them.
Jason’s life outside of work revolves around his family and personal fitness. Jason is married with 2 boys who are keen Scouts and love mountaineering in the UK. He has passion for skiing and competes in triathlons, distance cycling and running events.
Jason is an Associate of the Personal Finance Society and a Chartered Financial Planner, Chartered Status being the profession’s ‘gold standard’ for Financial Planners.
His professional qualifications with the Chartered Insurance Institute include:
AF1 Personal Tax and Trust Planning
AF3 Pension Planning
AF5 Financial Planning
G10 Taxation and Trusts
R04 Pensions and Retirement Planning
J04 Pension Funding Options
J05 Pension Income Options
CF9 Pension Simplification
CF8 Long term Care Insurance
R03 Personal Taxation
R05 Financial Protection
FA2 Pension Administration
CF2 Investment and Risk
CF6 Certificate in Mortgage Advice
FP1 Financial Services and Their Regulation
FP2 Protection, Saving and Investment Products
FP3 Identifying and Satisfying Clients Needs
Jason has a creative approach to Financial Planning with a focus on providing high quality tailored advice. He never underestimates the responsibility of looking after someone’s wealth and financial future.
0121 408 5702
Company address: Sutton Oaks Wealth Management Ltd, 46-48 Mere Green Road, Sutton Coldfield, West Midlands, B75 5BT
T: 0121 408 5702 E: jason@suttonoaks.co.uk
Sutton Oaks Wealth Management Ltd is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.
Sutton Oaks Wealth Management Ltd is registered in England and Wales, Company No:09238725. Registered Address: 20-22 Wenlock Road, London, N1 7GU.
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. 05/05/2023