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

Jason Tyler Financial Planning

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.
Jason Tyler

The Church Offices, Market Gate, Salop Road, Oswestry, Shropshire, SY11 2NR

9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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 hesitation to our family and friends and will continue to do so.
Kim Jones | Teaching Assistant, Oswestry
Jason has been giving us financial advice for a number of years. He always puts our interests first when discussing our finances. Full discussions are always made when any changes to our financial situation may be required. Jason makes sure that any of these changes will be beneficial. His judgements are sound. He is a gentleman whom we trust implicitly. Jason has become not only a financial adviser but also a friend. We would not hesitate in recommending him to anyone.
Brian Felstead | Retired, Ellesmere
I suffer from anxiety and panic attacks and the total trust in Jason's dealing with my finances helps me to cope. He is sympathetic and very efficient and I have faith in him. I know that he always has my best interests at heart.
Anne Bullock | Retired, Shrewsbury
Mr Jason Tyler gives exceptional service and has been found to be trustworthy, accommodating and welcoming. Always willing to give sound advice and listen to your point of view. We find that he will always find to put your interests first and would not hesitate to recommend his services to others.
Keith Batemen | Retired, Arddleen, Llanymynech
Gill and Mick have known Jason for a number of years before his move to St. James's Place. We have always found him to be totally honest and trustworthy. His advice and guidance in our financial dealings have always been excellent. We would have no hesitation in recommending Jason to our, friends and colleagues.
Michael Jones | Shrewsbury
Jason has always put my interests first, he is so considerate when dealing with his client. Jason is also very professional in the way he conducts his business. I would not hesitate in recommending Jason to anyone.
W. A. Stafford | Retired Electrical Engineer

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.

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.

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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Jason Tyler
Jason Tyler Financial Planning