Meet The Team

Meet The Team

OUR TEAM

Director

Jason Lloyd

Jason has spent his entire working life in financial services. A degree in Business and Marketing at the University of Liverpool was the springboard for future endeavours. Working initially for banks and mortgage lenders, he then spent the latter years qualifying and working as a Financial Adviser.

Jason helps clients is all areas of financial planning which includes; Pensions, Investments, Equity Release, Inheritance Tax Planning, Mortgages and Protection. He’s passionate about the value of independent advice and places a great emphasis on providing an exceptional level of service to all his clients.

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After working in and setting up a variety of financial advice firms, Jason formed WLS Financial Services with a clear ambition to deliver high quality and straight taking financial advice, which always places the needs of customers at the forefront.

Outside of his busy work life Jason likes to keep active and fit which involves a variety of sports such as running, mountain biking, golf and more recently yoga, which he admits is much harder than it looks! Having completed his first marathon in Berlin during 2005 he now attempts to complete at least one a year. You will also often find Jason on the Malvern Hills enjoying his mountain bike with friends and his young son Ollie.

Qualifications

DipFA – Diploma in Financial Planning

CertFA – Certificate in Financial Planning

Certs CII (MP & ER) – Certificate in Equity Release

CeMAP – Certificate in Mortgage Advice

Email: Jason.lloyd@wlsfinancialservices.co.uk

Equity Release Specialist

Hazel Carter

Hazel has worked in the financial Services industry for the past 20 years and over the last 13 years has focused on Equity Release and holistic financial planning within the retirement sector.

Hazel believes that Equity Release customers need both quality advice in plain English and comprehensive information to make the right decisions. She prides herself on making sure her clients have an excellent understanding of the product range she advises on and that her advice is tailored to each of her client’s individual needs.

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Hazel has been a member of The Equity Release Council for a number of years.  Adhering to their principles means she can be proud of the work that she does, ensuring that her clients receive clear, ethical and compliant advice, which is delivered with the highest standards of customer service.

From a personal prospective Hazel loves to travel, often with her two Russian Borzois which she shows competitively in the UK and overseas. She is also a self-confessed petrolhead with a love of classic cars, Formula 1 and motor racing. Hazel’s two daughters have flown the nest but she is lucky enough to live close to her eldest and her 3 year old grandson who fills her life with laughter and happiness.

Qualifications

DipFA – Diploma in Financial Planning

Certs CII (MP & ER) – Certificate in Equity Release

Email: Hazel.carter@wlsfinancialservices.co.uk

If you would like to speak to one of our advisers, please get in touch