About us
Meet the team
Jason Bevan BA Hons
Partner
Background:
Jason graduated from Coventry University in 1992 with an Honours degree in Financial Economics. He then spent four years working as a Broker Consultant for NPI where he gained his industry grounding. Jason became an IFA in 1996 and since then has been advising clients on all aspects of financial planning.
2017 article on Asset Allocation
2016 article on Training New Advisers
Specialist Areas/Areas of Interest:
Jason is the Compliance Officer for Gracechurch Wealth Management LLP and was a founding partner of the firm. Jason is very knowledgeable in taxation planning and pension planning.
Industry Qualifications:
Diploma in Financial Planning.
Outside of the Office:
Jason is a family man with a passion for playing badminton.