Jason Shelley
I offer customised wealth management and financial planning to individuals and business owners. My advice is predicated on acting professionally at all times, fully understanding the financial and tax position of prospective clients, and devising appropriate solutions.
About
I invested into hedge funds on behalf of family offices and Dresdner Kleinwort Wasserstein before launching an equity long/short fund. I spent over four years at BNP Paribas leading capital introduction throughout Europe.
Prior to joining St. James's Place I gained a Distinction at the London Academy of Trading and traded currencies and equity indices. I am married with 4 children and live in North London.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/11/2022
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.
