Jason Wood

Jason Wood - The Private Office
Financial Adviser - Chartered Financial Planner, APFS

Rated 4.9 out of 5

Top Rated Adviser 2022

Throughout my career, I have developed a comprehensive and broad range of financial planning expertise, working with a diverse client base, including families, entrepreneurs, entertainers and high net worth individuals. 

I’m passionate about forming long-term relationships, built on trust and clear, honest advice. My aim is to simplify complex matters and solve clients’ problems, empowering them to make informed and confident decisions and helping them to achieve their personal and financial goals. 

Get in touch for your free consultation  

What drives me?

Outside of work, I am passionate about travelling and learning about new cultures and have a keen interest in sport and keeping fit, having fulfilled a lifelong dream by partaking in the 2019 London Marathon. 

My Qualifications

I am a chartered financial planner and my qualifications are:

  • Chartered Financial Planner 
  • Advanced Diploma in Financial Planning 
  • Certificate in Discretionary Investment Management 
  • Certificate in Securities Advice & Dealing 
  • Diploma in Regulated Financial Planning 
  • Certificate in Life & Pensions

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • Chartered Financial Planner 
  • Advise on all areas of financial planning including, pensions, investment management, pre and post retirement structuring, life insurance and succession planning 
  • Expert in bespoke cash flow modelling, helping clients to build their long-term financial plans tailored to their circumstances and objectives