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Jason Wadsworth

DipPFS
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

About

Jason has been in the financial services industry for around ten years, and became a Senior Financial Adviser at Lloyds Bank in West Bridgford, Nottingham, giving financial advice on savings, investment planning, retirement planning and protection to both personal and corporate Lloyds banking clients.

Jason offers a friendly, uncomplicated approach to financial advice.

He is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development.

Jason is able to keep his clients aware of current market information, and producing WeekWatch, which is emailed on a Monday, provides you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news is just one example of this.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Mak Wadsworth

Financial Adviser

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 08/11/2022

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.

JW Financial Advice is a trading name of Wadsworth Wealth Management Ltd. Wadsworth Wealth Management Ltd is registered in England and Wales, Number 09525223. Registered Office: 11 Emerald Grove, Kirkby In Ashfield, Nottinghamshire, NG17 7QJ.