An Associate Partner Practice of St. James's Place Wealth Management

Jason Tyler Financial Planning

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Jason Tyler

I pride myself on always putting the customer first. Delivering exceptional service, backed up by strong technical knowledge and a wealth of experience. I recognise that your financial situation is unique and that every individual needs to be dealt with differently. A mutual trust is a vital part of the relationship I have with my clients and is very important to me.


Financial planning, be it for yourself your family or your business is probably one of the most important tasks most individuals will ever undertake. Good financial planning is vital when trying to secure a safe and financially sound future, a future free from worry, knowing you have done all you can towards providing for whatever lies ahead.

Jason Tyler Financial Planning was established to offer a bespoke service where the emphasis will always be on the quality of service and advice given. We expect our clients to have complete peace of mind knowing they are being looked after by highly qualified and experienced advisers with uncompromising ethics.

After 25 years of experience in the banking sector, we have clients scattered throughout Shropshire and North Wales with our office based centrally in Oswestry. Jason Tyler is the founder of Jason Tyler Financial Planning and is responsible for meeting with clients and providing holistic financial planning advice.

Jason has worked in financial services for over 25 years with 19 of those years being spent with Lloyds TSB. He has been area based covering Shropshire and North Wales giving financial advice mainly to the retail sector.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals


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Jason is not only brilliant at what he does but he has also become a good family friend. He has supported our family through difficult times and has always been there for us. Jason makes himself available to his clients whenever they need him. We have recommended Jason on several occasions, without ...
Kim Jones |Teaching Assistant, Oswestry