Jason Waters

Jason holds a Law degree and was called to the BAR of England & Wales at the Honourable Society of Gray's Inn. Jason has worked in financial services for the last 15 years, having previously worked in one of the most exclusive private banking institutions in the world.

Specialisms:

About

Jason provides value added advice in all areas of clients' financial lives, through an approach that is long-term in nature, structured, carefully crafted and transparent. Jason likes to bring clarity to complex issues and combines personal attention with investment experience to help clients achieve their financial objectives. In 2019, Jason was awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII).

Outside of work, Jason enjoys spending time with his family and two young children. Jason shares a passion for motorsport (a Ferrari tifoso to be exact), enjoys travelling and cooking.

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.

Testimonials

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Jason has been an excellent Financial Adviser to my family and I and has always put our interests first by giving us sound and trustworthy advice. The service and support has always been exceptional and is complemented by a continual personal touch. I would not hesitate in recommending Jason to a...

Mr S Richardson| IT Professional, London
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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.

Templewood Wealth is a trading name of Unipride Ventures Limited. Unipride Ventures Limited is registered in England and Wales, Number 07896153. Registered Office: York House, 23 Kingsway, London, WC2B 6UJ.