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

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