Jason has been working within the Financial Services and Wealth Management sector since 2005. He holds a BA Hons in Financial Services and Diploma in Financial Advice in the UK as well as licenses with the Hong Kong Securities and Futures Commission, Hong Kong Insurance Authority and Hong Kong Mandatory Provident Fund Authority.
Jason is passionate about financial planning and wealth management and loves meeting people. By listening and understanding an individual’s goals and dreams, he can help to build a financial plan to achieve those goals and help you live the life you want to live. Jason can help you build a strategy for wealth creation, wealth preservation and succession as well protecting yourself, your family and your business. True wealth is about more than just money, true wealth is about equipping you with the tools you need to live the live your best life.
Jason’s emphasis is on maintaining a long term relationship with his clients, and to provide them with a source of trusted advice as their financial needs evolve over the years. He believes financial planning is about people, not products.
He works closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that clients receive the best advice available. It is not unusual for Jason to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of his strong client focus, he builds business predominately on personal introductions, both from my private clients and from other long-standing professional relationships. His clients are keen to recommend him to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.