Having access to a city centre satellite office in Newcastle means Jason can offer greater flexibility for clients, ensuring meetings are convenient and tailored to their needs.

“It’s essential to spend time with every client to truly understand their financial goals and priorities — only then can I provide the right level of support.”

Jason joined Sage Wealth Management in the summer of 2021, following a successful career in the automotive sector. His experience working with medium and large businesses to research, plan and fund future mobility solutions has given him a strong foundation in relationship management, strategic thinking and delivering exceptional service.

Today, he supports business owners, SMEs and private clients, providing financial guidance that helps create stability and confidence for the future. His work spans protection planning, tax-efficient investing, corporate advice and intergenerational wealth planning, helping clients make informed decisions that benefit both their personal and business lives.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.