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Jason

  1. When you were younger, what did you want to be when you grew up?

A road sweeper! When I was young I used to get a lift from one and it had dual steering, so they let me think I was driving it – great fun!

  1. What one word sums you up and why?

“Enthusiastic!” I’m passionate about life and all I really need to be happy is something to be enthusiastic about!

  1. What do you like best about your role?

Meeting clients and the relationship we build over time with them. Being able to help them pre-retirement then seeing them realise their dreams, achieve their goals while managing their cashflow, is unbeatable.

  1. If money were no object, what would you do?

I’d probably get bored! I enjoy my job and the challenge of learning and continuing to grow my business.  But I do love visiting and exploring new places – so the aim would be to balance the two. 

  1. What’s your idea of the perfect day?

A perfect day for me would be one spent on the waves with my wife and our girls enjoying sun, sea, fish and a nice glass of fizz!  That or seeing Tottenham win the league!

  1. What’s one thing you’d take with you to a deserted tropical island?

Some kind of communication tool so I could listen to the football!

  1. Tell us one random fact about you.

I once appeared on TV programme Family Fortunes! Unfortunately, I managed to call the host Les Dennis ‘Des’ and never lived it down!