Jason Coleman
DipPFS
As the Managing Director of this busy wealth management company based in Wimborne, Jason provides bespoke financial planning advice and solutions to individuals and businesses. Jason has been an Adviser for St. James's Place for over 10 years, building strong client relationships along the way.
Specialisms:
About
Jason provides advice to our clients in several areas including: tax-efficient investment planning, retirement planning, inheritance tax and long-term care.
He is particularly passionate about the St. James's Place Charitable Foundation and was involved in a trek with 25 other St. James's Place Partners, to Everest Base Camp In 2012, raising over £700,000 for Children’s Charities.
Jason is a keen sportsman, horse rider, husband and dedicated father of two children.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
