Jason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and achieved Chartered status.
For most of his career, he has worked with the accountancy practice Critchleys LLP, in financial advisory, senior management, and partnership roles. He joined Wren Sterling following the acquisition of Critchley’s Financial Planning LLP by Wren Sterling in July 2022.
Jason continues to advise and manages a number of long standing client relationships and in his capacity as Regional Director for Wren Sterling Oxford, he works closely with the Wren Sterling senior management team, to help support the business on its growth strategy.
Jason has 2 grown up children and 1 grandson. His hobbies include ballroom dancing, dog walking and travel.