Jason Wadsworth
DipPFS
Jason is the Practice Principal at JW Financial Advice, where he is responsible for overseeing the day-to-day operations of the business whilst also offering expert financial advice to clients. With over 20 years of experience in the financial services industry, Jason is passionate about his work and dedicated to helping clients achieve their financial goals.
About
I began my career in financial services in the early 2000s and have been dedicated to helping clients achieve their financial goals ever since. I started at a large national bank and then joined St. James's Place in 2012. Since launching my own business, it has grown organically year after year through referrals from existing clients.
While I’ve always enjoyed working with a wide range of clients, over time, as my business and services have evolved, the majority of my clients have become business owners. I genuinely enjoy meeting both new and existing clients, fostering meaningful relationships, and helping them navigate their financial journeys.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
