Jason Hallam
FPFS
Jason works with client from all walks of life, but his true specialism lives within retirement planning and helping business owners build wealth whilst achieving their financial freedom.
He has successful set up Hallam Wealth by developing strong Face to Face relationships with local professionals, individuals and business owners throughout the country.
About
I'm Jason, and I'm the Director or Hallam Wealth. Following 17 years at Lloyds Bank and spending time within the Corporate Team, initially training as a Financial Adviser, I developed a vast amount of experience in all areas of financial planning.
Financial planning is different for all, and I take great pride in supporting clients throughout their own financial journey. Helping to ensure they have complete peace of mind in anything and everything my team and I do for them.
I have a strong commitment to continuous development, and I'm a believer that if you're going to dedicated your time to something you should do it right. This is why I decided to become Chartered and a Fellow of the Chartered Institute of Insurance (CII). Not only am I a Chartered and Fellow Financial Adviser but I'm a very proud husband to my wife Zoe and we have a little Cavapoo called Willow.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
