0330 038 8940
Based in Wareham
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: May, 2020
5 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: 03 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Jason has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 5 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: 24 April 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.
4
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
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: 03 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Jason has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 5 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: 24 April 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.
4
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Thank you for viewing my profile. What I do- In a nutshell I assist people in achieving a number of financial goals, whether that be buying a house, finding a better mortgage rate, planning for retirement or making savings work harder, to name just a few. Everybody has different goals and the finance world can be a minefield with lots of jargon. As an Independent Financial Adviser, my job is to guide people through that minefield, keeping advice as straightforward and understandable as possible. My aim is to be a continual source of guidance for my clients, throughout the ever changing financial changes we all face. About me : I am a passionate family man, with 2 young children. I have been in the financial services industry for over 10 years, most of that spent as part of the Openwork network. I am now an Independent Financial Adviser, providing impartial whole of market advice for Mortgages, Pensions, Investments and Protection. If you have any questions, no matter how big or small, please do contact me and I will do all I can to help. Website: www.lewisfinancialplanning.co.uk
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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