Millfield Wealth Management Limited
Partner Practice of St. James's Place Wealth Management
Jason who grew up in Swansea has a wealth of experience in the Financial Services Industry and has been a Financial Adviser for over 25 years. He worked as an Independent Financial Adviser for 13 of those years with HSBC Bank in the Private Clients Team. He also worked with Prudential Assurance, AXA and Barclays before joining HSBC.
Throughout his career he has focused on building long term relationships with his clients by putting the clients’ interests at the core of all of his dealings with them. He specialises in Investment Planning, Inheritance Tax Planning and Retirement Planning while taking a holistic financial approach to help his clients achieve their financial goals for themselves and their families.
Outside of work Jason enjoys travelling and spending time with his wife and young son. He is also a keen cyclist and belongs to a local club.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Millfield Wealth Management Limited is registered in England and Wales, Number 10246824. Registered Office: 120 Pall Mall, London, SW1Y 5EA, England.