Jason Witcombe - Evolve Financial Planning Ltd
No 1 Liverpool Street, London, EC2M
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Type of Adviser:
Independent
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Top 5 specialisms:
Financial Planning - Personal, Investment Planning, Tax Planning, Savings, Wealth Management
Qualifications:
Chartered Financial Planner
Years as a regulated adviser:
4
Remuneration method:
Fee
FSA Registration Number:
438250 (Check this)
Evolve Financial Planning was formed with the belief that high-quality, professional financial advice and planning can only be achieved through a transparent, fee-paying relationship, free of the stigma and potential for bias associated with a commission driven service.
All of our financial planners hold the internationally recognised Certified Financial Planner licence and four members of our team were awarded prestigious Chartered Financial Planner status at the start of 2006, making us one of the best qualified financial planning teams in the UK. We were delighted to be named as the UK’s first Chartered Financial Planner firm in May 2007. This is an important step in the development of our business and something that all of our team are extremely proud of.
Jason is one of just over 800 Certified Financial Planner Licensees in the UK. He is also an Associate of the Personal Finance Society and was awarded prestigious Chartered Financial Planner status at the end of 2005, a qualification that around 1500 of the UK's advisers have attained.
Jason joined Evolve Financial Planning 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 regularly asked to comment in the national financial press.