Jason joined Perspective in order to enable the business (Accord Financial Management Limited) to become part of a larger organisation with even greater resources to assist with the growing regulatory burden and maintaining our client focused principles and ethical values.
Jason started his career in 1992 with Acuma in Brighton, the financial planning arm of American Express, before this was acquired by United Friendly. In the late 90s, he moved to an Independent Financial Advisor practice in Surrey, before setting up Accord in 1999.
Jason enjoys listening to a client’s individual needs/aspirations and ultimately the satisfaction of helping them to achieve their goals.
