Jason Lloyd

Senior Paraplanner

Department telephone
029 2066 0565
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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 Solicitors. 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

What do you love most about your job?

I believe we’re helping people achieve their financial goals and ambitions, and for me this focus is the most rewarding part of the job.

From meeting people in every walk of life, to researching the continually changing market; I never stop learning, and certainly no day is the same!

What do you like to do outside work?

When finding time in my demanding social life, I enjoy actively keeping fit, travelling, watching the local rugby and cricket, cooking and am a keen photographer.


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