Jason Wood

Jason Wood

The Private Office

Minimum savings/pensions: Over £250,000

0208 166 7217
Based in Finchley
View location
Top Rated 2026
Verified since: July, 2020
4.9 out of 5

161 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 22 April 2026

    Jason is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jason's status

  • 30

    Recent Client Reviews

    Verified reviews: 100%

    Jason has received 30 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 February 2026

    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

    Qualifications not yet added

    Jason has not yet added their qualifications to their profile

  • Transparent Fees

    Jason has provided information on their typical fees

    Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 96

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jason

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 96 first impressions)

About

Throughout my career, I have developed a comprehensive and broad range of financial planning expertise, working with a diverse client base, including families, entrepreneurs, entertainers and high net worth individuals. I’m passionate about forming long-term relationships, built on trust and clear, honest advice. My aim is to simplify complex matters and solve clients’ problems, empowering them to make informed and confident decisions and helping them to achieve their personal and financial goals.