top of page

Meet The Team

Jason Haines

I absolutely love helping people achieve their personal objectives, whatever they might be. There is nothing better than someone wishing that they could retire or gift to their children to help them buy a house and then devising a strategy that makes this happen without any detriment to long term financial security.
I am a holistic planner covering all major aspects of financial planning with Retirement Income, Investment and Tax Mitigation making up a significant part of my day.

I love to travel - seeing new places, experiencing different cultures, tasting different foods. My travel bucket list is endless! More day to day I enjoy spending time with my family and friends, history, reading, theatre and watching Gloucester Rugby. I am also a member of the local Archery club.

Chartered Financial Planner

bottom of page