Jason Adams joined Wellesley in 2007 as an Adviser, and looks after both private and corporate clients. He specialises in investments, pensions and generational planning.
Jason’s role is very client-centric, and he especially enjoys the problem-solving aspect of what he does. Jason prides himself on the professional and close relationships he has built with clients from working so closely with them, and the trust and bond that this approach generates.
Out of Hours: Jason lives with his wife, Sarah, in Goring-by-Sea. He is a keen squash and golf player – provided they are followed by a pint of Guinness! Jason has a teenage daughter, Jade, with whom he spends a great deal of family time, and who keeps him on his toes!