Jason joined Pocock Rutherford & Co Ltd in May 2024, having worked in a variety of roles within the financial planning industry for over 20 years.
Working across Hertfordshire, London and the south-east, Jason has a plethora of experience in providing holistic wealth management advice to private clients and businesses. He has delivered solutions on pensions, investments and protection, providing detailed advice on complex financial planning issues in a simple, straightforward manner.
Jason is a strong advocate for Cashflow and Lifestyle planning, working with clients to establish short- and long-term objectives to maximise their wealth now and into the future. Utilising Cashflow planning helps to bring your financial planning to life and helps maintain your individual plan on an ongoing basis, to ensure you reach your objectives.
Jason is a member of the London Institute of Banking and Finance (LIBF) holding the Diploma for Financial Advisers (DipFA), as well as the CeMAP and CeRER Qualifications. This allows Jason to provide advice on most aspects of financial planning, including investments, pensions, residential mortgages, lifetime mortgages, life/business protection, retirement planning and inheritance tax planning.
Jason is in the process of studying to attain chartered financial planning status, taking particular focus on long term care. Jason enjoys spending time with his young family and is a long-suffering season ticket holder of West Ham United Football Club. He also frequently appears as a guest speaker for a local university mentoring programme, providing young students an insight into leadership and a career in the financial industry.