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!

Jason Adams

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!

Client Testimonial

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.

Invest time in our newsletter

Wellesley together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James’s Place Privacy Policy