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Jason Challis

Senior Financial Consultant

Jason is a Senior Financial Adviser within Cooper Associates Wealth Management.

Jason has more than 30 years’ experience in financial advice, joining Cooper Associates in 2009. Throughout his career, Jason has gained several industry certifications and qualifications, and has specialised in providing investment, retirement and long-term financial planning advice to his clients.

In his spare time, Jason enjoys spending time with his family on holiday, skiing, running and attending music festivals. He also helps run a local veteran football team.

Qualifications

  • DipPFS Diploma in Financial Planning
  • Advanced Mortgage Advice (R07)
  • Equity Release (ER1)
  • IFS Equity Release Certificate

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Reviews and Ratings for Financial adviser Jason Challis, Taunton

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The regular contact, guidance and reassurance from Jason, not to mention the exceptional performance of the funds under management in volatile times, has been second to none.

Italo Cerullo, Solicitor