Testimonials

Myself and my company have known Jason for over 7 years and dealt with him on various matters of our pensions and financial issues, we have found him professional in his approach to the work and the way he deals with individuals in the company. We have also found Jason can communicate at all levels with our staff when discussing various options on their finances. We have no problem recommending Jason to other companies and individuals.

I’ve worked with Jason for a number of years and would have no hesitation in recommending him to any of my clients for Financial Planning and Advice. Jason has a good knowledge of both individual and corporate issues and always puts the clients’ interests first, which is a key strength in any financial planner.

We have dealt with Jason for some years. We find he is very professional but friendly too. He demonstrates a vast knowledge of many financial aspects but explain things in very simple terms. He always responds quickly to our phone calls or emails and his overall service far exceeds that of any previous Financial Advisor.

The world of pensions can be an absolute minefield but, with your knowledge and ability to explain everything in a way that is perfectly understandable has enabled me, with your help, to make the right decisions regarding where the pension is managed and the level to take out on an annual basis.