As the MD of this busy wealth management company based in Wimborne, Jason provides bespoke financial planning advice and solutions to individuals and businesses. Jason has been an Adviser for St. James's Place for 10 years, building strong client relationships along the way.
Jason is a keen sportsman, horse rider and dedicated father.
Having previously worked for an IFA James has joined the office to provide dedicated assistance with the report writing side of the back office technical administration.
Formerly a successful Personal Trainer, the gym is now his hobby freeing up more of his time to spend with his family of two boys and focus on his keen interest in competitive bodybuilding.
Tracey will bring her previous combined experiences of working in Bancassurance, IFA and Wealth Management to support our clients at IFS Wealth Consultancy as an Office Administrator and Jasonís PA.
In her spare time Tracey enjoys weekends away with her husband in Devon, visiting collector and antique fairs, plus she likes to support her local St. Margaret Hospice.
She looks forward to speaking with you in the very near future.
Kate joins us with a background in Wealth Management, Financial Compliance and Corporate Banking Client Service.
In her spare time she enjoys walking, time with friends and family and has a keen interest in baking, and testing the results on her colleagues.
She looks forward to speaking with you in the near future.