Jason holds the Diploma in Financial Planning along with the Advanced Diploma in Pension Transfers and is authorised to advise on Defined Benefit / Final Salary Scheme transfers. Jason also holds the Award in Long Term Care Planning and has a vast experience of the Investment Markets.
Jason is also an associate member of the Society of Later Life Advisers (SOLLA).
Jason is valued and respected by his clients for his high service ethics which is complimentary to his focus on managing clients wealth.
Jason's strengths lie in:
- Wealth Management
- Long Term Care Planning
- Pensions Including Final Salary Transfers
- Tax Planning & Trusts
Geoff is a valued and experienced member of the Distinct team, and mainly focuses on:
- Corporate Pensions
- Personal Pension Planning
- Wealth Management
James was previously a Mortgage Advisor with HSBC before being promoted in 2009 to Premier Relationship Manager covering branches from Carmarthen to Cardiff.
In 2013 James became a level 4 qualified financial advisor and has since successfully been advising clients with their financial matters.
James advises on the following areas:
- Pensions & pension transfers
- Retirement Planning
- Auto Enrolment
After a successful career at Prudential, Hugh became a partner in his own firm based in Neath.
In 2007 he teamed up with his former colleagues, becoming a founding member of Distinct Financial Solutions in 2012.
Dan provides para-planning support functions to our advisers and is enrolled on the Financial Adviser Academy.
Tyler currently provides support functions to our advisers and will shortly be enrolled onto the Financial Adviser Academy to commence his studies.
Michelle has over 20 years experience in supporting advisers and is a welcome addition to the team as the business continues to grow.
In 2000, Gareth changed career, returning to his roots of providing financial advice to private clients, finally setting up Distinct Financial Solutions in 2012.
Now approaching retirement, Gareth is providing his wealth of experience in helping Jason & Geoff as they take on the management of Distinct Financial Solutions, ensuring that the firm continues to provide first class service to it's clients.
Trusted and highly respected by his clients, Rob is a valued and experienced member of the team who has recently decided to retire after a long and successful career in Financial Services.
Rob is currently in the process of overseeing the handover of his clients to Jason, Geoff & James.