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!
Nikki talks about why she finds Senior Adviser Jason Adams’ thoughtful and holistic approach to financial advice so refreshing. Jason has made Nikki think differently about her money and long-term planning, and she appreciates the fact that he tells her what she needs to know and then lets her decide what to do, making her feel in complete control.
David has been with Senior Adviser Jason Adams for 10 years, after David’s father recommended Jason. Jason challenges David to look at his finances in a different way, in order to ensure a comfortable later life. Here, David tells us why he appreciates Jason’s measured and holistic approach and why he has recommended him to friends and colleagues.
PA to Jason Adams is Amanda Waller
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.
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.
Past performance is not a guide to future performance.