Wealth Planning Adviser – Wealth Planning
Jason joined the group in August 2021 after immigrating to the UK from South Africa where he managed a book of HNW clients as a Financial Planning Partner for a national independent advisory firm. Prior to this, he worked as a Senior Wealth Adviser in the Private Banking Division of Standard Bank (SA). He has over 18 years’ experience in Wealth Planning and Financial Services, holds a Post Graduate Diploma in Financial Planning Law and is currently working towards Chartered Financial Planner status through the CII.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa
Partner – Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory