Jason Samuels
Goddard Perry Consulting Limited
We are a Croydon based independent financial advisers and employee benefit consultants, which means our duty is solely to you, our client, whether as an individual or as a corporate entity.
Jason’s interest in finance started in the banking sector in 2003. Since then, he has developed his career working for wealth management firms advising to both personal and corporate clients before joining Goddard Perry Consulting in December 2020 as a Senior Consultant.
Jason specialises in offering comprehensive, holistic advice in pensions and investment planning. He has obtained the Diploma in Financial planning alongside certificates in equity release, later life planning and has advice experience in the estate planning sector. Jason is currently working towards achieving Chartered Adviser status.
Outside work, Jason is very much involved in audio sound engineering and studio design, he also enjoys keeping fit and spending time with family and friends.
Services
Financial Planning
Financial Planning services
Checked on
11.04.2024
Estate Planning
Estate planning services
Checked on
11.04.2024
Equity Release
Equity release advice
Checked on
11.04.2024
Accreditations
Financial Conduct Authority
Checked on
11.04.2024
FCA
Insurances
PIB PII
Awaiting Confirmation of PII
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Jason Samuels
Adviser contact details
- 020 8603 3700
- 07442 502810