Jason Moss

Jason Moss

Independent Financial Adviser DipPFS

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Greater Manchester

About me

I’m an independent financial adviser who assists clients across different stages of their lives. I love working with individuals to help them achieve their ambitions, objectives or retirement of their dreams.

Often, it’s as simple as providing clarity on what their life looks like financially now and in the future. This can be done through cash flow modelling, which gives us the power to make decisions now and most importantly, gives my clients peace of mind!

There can be difficult conversations, sometimes around long-term affordability or when discussing how to protect loved ones should a worst-case scenario be born out in reality. The fun stuff is helping clients realise they can afford the trip of a lifetime with their loved ones or early retirement after years of work.

When assisting my clients with their objectives, I could be helping them in numerous areas, beneath are some examples:

  • Protecting loved ones with the use of financial protection (e.g. life insurance)

  • Advice on different wrappers to invest in

  • Find and consolidate (where suitable) historical pensions

  • Provide pension contribution and withdrawal advice

  • Inheritance Tax (IHT) mitigation

  • Advising business owners on how to utilise surplus cash or how best to use business sale proceeds

  • Understanding affordability when going through or after a divorce

Outside of work I love spending time with my family, catching up with friends and watching/playing sport.

My details

I like helping people on:

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Sustainable Investing

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee