Jason Lloyd is an Independent Financial Adviser with over 15 years’ experience and specialises in providing wealth and estate planning advice to recipients of personal injury & clinical negligence awards, trustees and professional deputies – supporting some of the most vulnerable people in society. Throughout his tenure at Hugh James (joining in July 2013), Jason has demonstrated a commitment to excellence, client-focus, and continuous professional development.
Jason is a proactive voice and contributor to the profession through his mentoring of aspiring paraplanners and advisers, helping them build strong technical foundations, efficient practices and real empathy for clients.
Jason’s most recent promotion to Operations Manager marks a key step in strengthening the departments drive to improve efficiencies, working closely with senior members of the firm on strategic projects and supporting the wider team on technical and day-to-day matters.
Expertise
- Wealth management
- Tax and estate planning
- Trustee and Court of Protection investments
- Retirement planning
- Personal and business protection
Career history and education
- BA (Hons) Business Studies, University of Chester
- Diploma for Financial Advisers (DipFA)
- STEP Certificate for Financial Services (Trusts and Estate Planning)