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Jason Wood
Jason Wood
About
Jason is a Senior Financial Adviser at The Private Office located in London and covering areas such as Cambridge, Didcot and Milton Keynes. As an experienced financial adviser, he offers valuable insight to guide his clients with their financial planning decisions. He simplifies complex matters and empowers his clients to make informed and confident decisions to support their personal and financial goals. He is passionate about forming long-term relationships built on trust and clear, honest advice.
Jason’s expertise covers pensions, investment management, pre and post-retirement planning and more, and he has experience working with a diverse client base including families, entrepreneurs, entertainers, and high-net-worth individuals. With previous experience working as a Paraplanner, he has a strong technical knowledge and foundation to the advice that he provides.
In addition to advising his clients, Jason has presented TPO's inheritance tax webinar, where he explained key considerations with intergenerational wealth planning through various life stages.
As well as being a Chartered Financial Planner, Jason has certification in Discretionary Investment Management, Securities Advice & Dealing and Life & Pensions. He also holds a degree in Hispanic Studies from the University of Nottingham.
When he's not helping his clients to build their financial plans, Jason enjoys travelling and playing sports, having fulfilled a lifelong dream of participating in the 2019 London Marathon.
Areas Of Expertise
- Pensions
- Investment management
- Pre and post-retirement structuring
- Life insurance
- Succession planning
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Diploma in Regulated Financial Planning
- Certificate in Life & Pensions
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Jason works from our office in central London, but also covers areas such as:
Jason Wood locations
Jason Wood map
- Aylesbury
- Huntingdon
- Weybridge
- Beaconsfield
- Cambridge
- Didcot
- Brentwood
- Milton Keynes
- Abingdon
- Royston
- Rainham
At a glance
- Chartered Financial Planner since 2018
- Works with a diverse client base, including families, entrepreneurs, entertainers, and high-net-worth individuals
- Key technical expertise having worked previously as a Paraplanner
Jason made a seemingly daunting task clear and understandable. He gave us clarity on our retirement situation and helped consolidate several smaller pensions. Jason and his team were really patient with us when we were slow to filling in the forms and was always available if we weren't sure (or needed reminding!!) of what we were doing.
April 2024
Jason was thoroughly professional, open, and honest with me in our brief chat. It is clear to me Jason puts his customers first.
March 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Jason's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Jason is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Articles by Jason Wood
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.