We’re excited to introduce Jason Jung, the newest member of our financial planning team. Jason brings over two years of experience in the financial planning industry, along with a strong foundation in client services, compliance, and project management. His background in a regulated, chartered financial planning environment makes him a valuable asset to our team.
What Jason Will Be Doing
Jason’s role focuses on supporting our Financial Planners by handling the technical and research aspects of client needs. He’ll be reviewing client data, building detailed cashflow models, and preparing suitability reports – all to ensure our advice is both compliant and tailored to each client’s financial goals.
Getting to Know You
Jason will also be joining client meetings alongside our Financial Planners. This hands-on experience allows him to deepen his understanding of client relationships and communication skills that are essential in delivering thoughtful, personalised financial advice and building strong relationships.
Always Learning, Always Growing
Jason is passionate about continuous learning and professional development. He has already achieved his Level 4 Diploma in Financial Planning, which qualifies him to advise clients, and is now working towards his Chartered status, the highest professional standard in the industry. He has a sharp analytical mind and a great sense of how people think and feel when it comes to money – making him a great support to our team!
Fun Facts About Jason
Outside of work, Jason’s a football fan (go Manchester United… on the rare good days!), a gamer, and a travel lover. Here are a few things he enjoys:
- That perfect spring-to-summer weather
- Exploring new countries
- Comparing beer prices abroad (yes, really!)
- Window shopping for wildly expensive stuff
- Celebrating those rare Man U wins
And a few things he’s not so keen on:
- Surprise service charges at restaurants
- Getting caught in the rain without an umbrella
- Long queues for food
- Uphill walks (who likes those?)
- Slow internet (we feel you, Jason)
We’re thrilled to have Jason on board and can’t wait for you to meet him. He’s already bringing fresh energy and insight to the team and we know he’ll be a fantastic support for our clients.
