McSi Jason Watkins Fpfs

Jason Watkins FPFS, MCSI is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as a Wealth Partner and Chartered Financial Planner at True Potential LLP since January 2022, Jason has a robust background that includes key positions such as Chartered Financial Planner and Managing Director at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD from August 2016 to September 2022, and Independent Financial Advisor at Ascot Lloyd from March 2013 to August 2016. Previous roles also include Wealth Partner at St. James's Place and various positions at Santander and HSBC, where responsibilities spanned financial advising, regional management, and private banking. Jason holds a degree in Chartered Financial Planner from the Chartered Insurance Institute.