Jason Sweeney, Advisor

Jason joined the team in 2022, brining 13 years of experience in financial services, ranging across financial advice, corporate and charity relation management and digital product design.

Thriving on helping people identify their financial goals and achieve them, Jason strongly believes that by providing his clients with the right information, advice and support, they will be able to make more confident financial decisions, with the best long-term outcomes.

A keen traveller, foody and golfer, Jason still has a long list of places he’s hoping to visit. Day to day, Jason lives in Colchester and enjoys working on his “project” home and spending time with family.

How to get in touch…
Phone call, WhatsApp or email are always online.