Jason joined Progeny in July 2018 having previously been a founding Director of Evolve Financial Planning, which was acquired by Progeny Wealth.
He sees his role as that of a personal finance coach, helping clients to make the most, in the broadest possible sense, of their positive financial position. Holding both the Chartered and Certified Financial Planning designations, he is one of the best qualified individuals in the profession but is acutely aware that the emotional aspects of money are learnt from experience, not from a textbook. He tries to simplify his clients’ financial lives and does his best to steer them through the jargon, bureaucracy and complexity of the UK financial services world.
Jason lives in Kent with his wife and three children. Outside of work, he has a passion for sport and for helping motivate children (not just his own!) to aim for the stars. He coaches mini rugby at Old Elthamians RFC on Sunday mornings and is a keen runner who still harbours ambitions of completing a sub 3-hour marathon!