About 88 Capital Wealth Management
Jason started 88 Capital Wealth Management in order to use his experience & knowledge gained over a 37 years career in financial services, to build a company that; aims to put its clients first & to make a genuine positive difference to their lives.
Outside of 88 Capital Wealth Management, Jason is a family man with a wife, three children & two dogs and lives on the doorstep of Stratford-upon-Avon.
Jason also enjoys keeping fit and regularly takes part in fitness events like Hyrox, Spartan & long-distance running. In 2022, he combined his desire to keep fit with his entrepreneurial spirit, and along with his co-owner, set up an outdoor fitness business, GOAT Fitness.
Jason is aware that there are many similarities between financial planning and personal training and this reflects his belief in the importance of holistic well-being. Just as a personal trainer crafts individualised fitness plans to help clients reach their health goals, Jason develops customised financial strategies to guide his clients toward their financial aspirations. Both roles require a deep understanding of individual needs, the ability to set realistic goals, and a commitment to continuous support and motivation.
As an independent financial planner, Jason’s commitment is to provide unbiased and comprehensive financial planning services. His extensive experience allows him to offer insightful guidance on retirement planning, investment strategies, and overall financial management.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.
You can view Jason’s entry on the FCA Register here.
Get in touch
For a no-obligation chat about your financial needs, please get in touch with 88 Capital Wealth Management.
Either fill the form in and someone will get back to you as soon as possible, or contact us directly on the details below:
Tel: 01789 224472
Email: hello@88cwm.co.uk
We look forward to hearing from you.
