Q & A with Jason

How did you get into financial services?

I Started working at Norwich Union (now Aviva) in 1989 initially in admin before moving into training and I took the Financial Planning exams whilst working there. I joined Insight in 2003.

What are your areas of expertise?

As a seasoned financial advisor of 23 years, I have built an expertise across wealth management and multi-generational financial planning. My experience spans multiple market cycles, allowing me to build sophisticated, long-term financial strategies.

What do you love helping clients with?

I have been able to show a number of clients that they can comfortably retire early and many have followed my advice.

More about Jason

What’s your personal financial freedom dream?

To have built my own personal and financial plan so that I comfortably retire and travel from age 60.

Tell us about something you’ve done for charity.

I have taken part in three Race the Sun charity events, for Action Research, one in the Lake District, one on the Isle of Wight and one in Wales. These involved long-distance cycles, hiking and kayaking/canoeing.

What’s the one luxury you could never give up?

Holidays!

What’s something colleagues would be surprised to learn about you?

I am on the honours board at my high school for Cricket as Batsman on the year with the highest average (even though I concentrated more on not getting out than actually scoring any runs)