Director of Tax and Wealth Management
After 3 years of service with Mercury Asset Management (Merill Lynch), Jason then moved onto managing the assets of the brewing arm of the Guinness Family, working within the Iveagh Trustees.
Joining in 2001 Jason has significantly developed the companies financial planning and wealth management capacity. His wealth of experience includes tax efficient planning, product selection and portfolio management. His success in portfolio management can be seen by the companies highly successful Money Observer Balanced Portfolio. His expertise and knowledge offers clients an unrivalled level of service.
Along with over 20 years of experience Jason also holds a BA Hons degree in Economics, an IMC and is a Chartered Financial Planner.