Jason has worked in the financial services for over 20 years. He started out his career in London at Mercury Asset Management (Merrill Lynch) before moving onto Iveagh Trustees managing the assets of the brewing arm of the Guinness Family.
He joined Kohn Cougar in 2001 and has since developed our financial planning and wealth management capacities significantly. His hands on experience with tax efficient planning, product selection and portfolio management (including our highly successful Money Observer Balanced Portfolio) provides our clients with unrivalled levels of service.
He holds a BA Hons degree in Economics in addition to the IMC and is a Chartered Financial Planner.