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Jason Lloyd

Jason Lloyd

Independent Financial Planner

Contact Number: 029 2267 5730
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Since leaving the University of Chester with a degree in Business Studies (BA Hons) in 2010, Jason immediately began work with ‘Innes Reid Investments Ltd’, one of the leading Independent Financial Adviser’s in the North East where he quickly developed to the role of Paraplanner. After a short time back in his home county of Pembrokeshire, Jason joined the team at Hugh James Independent Financial Advisers in July 2013.

Having gained his Diploma for Financial Advisers, Jason’s experience and knowledge of the financial services industry has provided extensive support to team at Hugh James Independent Financial Advisers and wider network within Hugh James. While specialising in Wealth Management and Retirement Planning, Jason has built a high level of experience and knowledge in investing moneys on behalf of personal injury claimants, trustees and deputies.

When not blogging about the latest announcements to come from the financial landscape, Jason is currently studying towards the coveted Chartered Status, regarded as the pinnacle of his profession.


  • Wealth management
  • Investment analysis
  • Retirement planning
  • Business development