Jason Adams2018-11-15T15:22:54+00:00

Jason Adams

Senior Adviser

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!

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Client Testimonials

Jason has been fantastic. Having been recently divorced and never had to use a financial adviser or investment company before I was very nervous and possibly a little suspicious. Jason allayed all my fears by giving me lots of time, attention and thoughtful advice, first when I had only a small amount to invest, and then again when I had substantially more. I have greatly appreciated his advice and feel confident that my money is in the best hands. Peace of mind counts for a lot! Thanks Jason.

Liz Voltman

Jason Adams has always put my interests first by giving sound and trustworthy advice. The research he has done on my behalf has been excellent, always recommending investment decisions which have generated impressive returns on the initial capital outlay. Jason has never failed to show genuine interest in my personal affairs and my business success. I would not hesitate to recommend Jason to anyone as their financial adviser.

Roger Ewing

Past performance is not a guide to future performance. 

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