Jason Witcombe FPFS, CFP^CM

CERTIFIED FINANCIAL PLANNER^CM Professional
Chartered Financial Planner
Director

Jason is one of just over 900 CERTIFIED FINANCIAL PLANNER Professionals in the UK. He is also a Fellow of the Personal Finance Society and was awarded the prestigious Chartered Financial Planner status at the end of 2005.

After graduating from Exeter University in 1997 with a degree in Modern Languages, he spent a year teaching English to businessmen in Spain. On his return, he was accepted onto the graduate scheme of a national firm of Independent Financial Advisers.

There he gained his formative financial planning experience, whilst sitting the Financial Planning and Advanced Financial Planning Certificates.

He then moved to a medium sized firm of investment advisers and it was there that he gained CERTIFIED FINANCIAL PLANNER Certification. He worked there until it became clear that the environment was not conducive to fee based financial planning advice.

Jason joined Evolve to provide high quality Financial and Investment advice to people who are committed to making the most of their money and making the most of life. He is determined to make Evolve Financial Planning one of the UK's leading fee based Financial, Investment & Life Planning supplier. Jason is regularly asked to comment in the national financial press and appears on various personal finance programmes.

In his spare time, Jason plays football and tennis and enjoys distance running. He speaks fluent Spanish.

Jason lives in Kent with his wife and their three children.

Qualifications

• CERTIFIED FINANCIAL PLANNER certification
• Chartered Financial Planner
• Fellow of the Personal Finance Society
• Advanced Financial Planning Certificate
• AFPC G10 Taxation and Trusts
• AFPC G20 Personal Investment Planning
• AFPC G30 Business Financial Planning
• AFPC G60 Pensions
• AFPC G70 Investment Portfolio Management
• AFPC SV1 Savings & Investments
• AFPC K10 Retirement Options
• AFPC K20 Pension Investment Options
• CF6 Mortgages
• CF7 Lifetime Mortgages
• CF8 Long Term Care Insurance
• Financial Planning Certificate (FPC 1, 2 & 3)

To get in touch with Jason, please use our Contact Us message pad.>>