Having worked with a client and his wife for three years, we finally persuaded him he could enjoy his retirement.
Independent Financial Adviser
Jason Ricketts
Bournebridge Financial Services Limited
6 Bevis Marks,
London EC3A 7BA.
6 Bevis Marks,
London EC3A 7BA.
Never do business with a financial planner or adviser, investment adviser, or broker, without first verifying their credentials. My credentials can be viewed below.
My proudest moment as a financial adviser was:
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.
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.
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.
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.
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.
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.
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.
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.
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