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Jason Haines

Based at

Shipman Wealth Management

Position

Chartered Financial Planner

Serving clients in

Worcestershire, Herefordshire, Gloucestershire

Jason Haines

Chartered Financial Planner

Jason has over two decades' experience in financial services and has completed the Advanced Diploma in Financial Planning. A combination of his qualifications and industry experience resulted in him being awarded Chartered Financial Planner status.

Jason also holds the necessary specialist qualifications to advise on specialist retirement options, long term care planning and equity release. He specialises in pensions, investment and tax mitigation.

He is married with two children, Connor and Harriet, and lives in Ledbury. Outside of work Jason is an avid supporter of Gloucester Rugby Club, enjoys walking and is a member of the 'Worcester Dragons' dragon boat racing team.

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Talk to Jason, call Amber River today

0800 915 0000

Talk to Jason, call Amber River today

0800 915 0000

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Find out more about Jason and our Shipman Wealth Management team

Shipman Wealth Management is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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