Independent Financial Adviser

Jason Ricketts

Bournebridge Financial Services Limited
6 Bevis Marks,
London EC3A 7BA.

My proudest moment as a financial adviser was:

Having worked with a client and his wife for three years, we finally persuaded him he could enjoy his retirement.

The things I love most about my job are:

The variety of people I meet and helping them achieve their goals.

The types of people I most enjoy working with are:

Everyone is different and I like meeting a wide variety of people.

At work

I’ve been a financial adviser for 20 years, with previous roles at Barclays, RBS and Coutts.

Having left Coutts after eight years, I wanted to work in a truly independent fashion to ensure the correct outcomes for my clients.

I specialise in pre and post-retirement planning. I really enjoy guiding people through both the technical and financial aspects of planning, but more so helping them to adjust to the lifestyle changes this brings.

I have largely dealt with professionals and entrepreneurs. However, I think everyone should have access to high-quality financial advice, and so I work with a wide range of people.

At home

I have been married for almost 20 years and have three sons aged 15, 13 and 9.

I’m a strong supporter of youth football and spend a lot of time driving around Kent and Sussex taking my sons to football.

Jason is a Chartered Wealth Manager, awarded by the CISI to recognise senior members in the retail finance sector at the pinnacle of their profession. Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial sector professional.

What our clients say

Take a look at some of our client stories and find out why they’ve chosen us as their independent financial advisers.

Patrick has been a great help in organising my finances and giving clear advice across all areas including the business, with the future in mind.

CEO, Multi-billion pound UK property company

Patrick was able to help me to fill the gaps I didn’t know I had in my financial planning. He is able to link my personal situation with that of the company and offer joined-up thinking across both areas.

James Townsend, Co-founder at KONTOR

On and off the pitch it is important to have a team around you that you can rely on and Patrick is a key part of my team. I have known him for many years and have great peace of mind with him as my financial adviser. Not only does he act as a sounding board for me, but having things taken care of off the pitch so well allows me to concentrate on my football. I have had no hesitation in recommending him to team mates at club and country level who have had similar experiences to me in their dealings with Patrick

Alex Oxlade Chamberlain, Professional Footballer, Liverpool FC

Having Patrick as part of our team has been a massive peace of mind for me as I know things off the pitch are taken care of and my family and I are being looked after in an open and honest way.

Matt Ritchie, Professional Footballer, Newcastle United FC

I met Jason Ricketts some 15 years ago when he managed to put all my employment pensions together. My pension now works far more efficiently and performs very well. I would recommend him and his team to anyone.

Jeffrey Wright, London

I have been working with John for over 15 years. Working within the Reassurance Industry keeps me incurably busy, but John is able to work around these commitments to ensure I am regularly updated on my financial plans.

Charlie S, Brentwood Essex

At the outset John completed a full review of my financial circumstances while I was working offshore, putting forward a recommendation based on my plans to retire in the UK. The service he provides is excellent and one that I have come to rely on.

Richard W, Northamptonshire

I have found them extremely helpful, competent and professional and key for me, patient and willing to listen. They explain things clearly and will take the time to analyse and discuss the options. Not being tied to any particular product they include a diverse range of options, but a clear rationale for their recommended choice.

Lloyd Tunnicliffe, Bishop's Storford

I’ve been working with John for 30 years. During that time, I have had children, moved to a new house, job and country several times. At every stage, I’ve had someone to help me think through my personal ambitions and lifestyle choices and to identify the best investment opportunities.

Richard O, Esher Surrey

One day an article about my old company caught my attention and I read in horror about a potential issue with its pension fund. After discussing my concerns, Jason found a solution which took into account my current status as a resident in Spain and, more importantly, my need to secure the pension that I had worked so hard for.

Alison Hook, Murcia Spain

Placing your financial future in anyone’s hands is a major decision and is ultimately underpinned by trust. I liked John’s understated sense of experience, solid track-record and the clear depth of market knowledge that was evident. No sales pitch and no fast talk! Regular check-ins have provided reassurance and updates to the investment portfolio have made all the difference.

Rupert Young, Dubai

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