0330 038 8941
Based in Canterbury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 May 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
32
Recent Client Reviews
Jason has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 32 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jason has not yet added their qualifications to their profile
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Jason has not yet added their qualifications to their profile
Transparent Fees
Jason has not yet added their fees to their profile
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Jason has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 May 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
32
Recent Client Reviews
Jason has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 32 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jason has not yet added their qualifications to their profile
Qualifications not yet added
Jason has not yet added their qualifications to their profile
Transparent Fees
Jason has not yet added their fees to their profile
Fees not yet added
Jason has not yet added their fees to their profile
I have been advising private clients for over 20 years and helped them build their wealth, protect their families, save tax and achieve their goals. I am passionate about financial planning and assisting people achieve a secure financial future. At Verum Financial we deal with all aspects of financial planning including: - investment planning - pension and retirement planning including SIPP, SSAS, personal pensions, flexible drawdown & annuities - pension consolidation including Defined Benefit (final salary) transfer advice - life protection - critical illness protection - income protection - business protection, shareholder protection, partnership protection, key person, loan cover, relevant life - estate planning using trust based solutions and business relief qualifying plans - specialist investment EIS & VCT
Offers available through VouchedFor
Contact Jason through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jason's clients
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