Jason Ashman

Director & Chartered Financial Planner

0121 313 1370 jason.ashman@henwoodcourt.co.uk
FCA Register

Professionally

Jason’s role is a combination of a financial planner, compliance officer, director and part of the firm’s leadership team. Jason entered financial services in 1994 and aside from a few years in the beginning, he has always worked for small boutique financial planning firms.

On a day-to-day basis, Jason provides financial planning advice to clients. His specialisms include pension transfers and those areas of work which require specific involvement from a compliance perspective, whether this be making regulatory returns to the Financial Conduct Authority (FCA) or reviewing and developing the firm’s procedures in the ever-changing regulatory environment.

Personally

Jason is married and lives in Solihull with his wife and two daughters. The family have recently completed the restoration of the Victorian terrace home they purchased a few years ago.

Jason spends as much of his spare time as possible with his family and friends, enjoying the countryside around them and socialising together (an activity which normally centres around food and drink). In fact, Jason loves to cook; his younger daughter is his toughest critic! When he does get time to himself, he likes to dive into literature, music and history.

Spotlight questions

What do you most enjoy about your job?

The variety; no two days are ever the same. I enjoy the emphasis on client care and the positive impact you can have on the clients’ lives.

What motivates you at work

Looking after clients and the ongoing relationship with them.

Who inspires you? Why?

My daughters, as they never take me seriously and always challenge me.

Tell us something people may be surprised to learn about you...

I find it very hard to resist hitting the dance floor at a party even when I haven’t had a drink.

What's at the top of your bucket list?

To fly a Spitfire.

Jason’s Qualifications

  • AF1 – Personal Tax and Trust Planning: This qualification develops in-depth financial planning skills related to personal tax and trusts.
  • G10 – Taxation and Trusts: This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
  • AF2 – Business Financial Planning: This examination assesses the candidate to develop in depth financial planning skills related to business.
  • G20 – Personal Investment Planning: This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
  • AF4 – Investment Planning: This qualification develops in depth financial planning skills related to investments and the management of investment portfolios.
  • G70 – Investment Portfolio Management: This qualification assessed a knowledge and understanding of portfolio investment management.
  • AF5 – Financial Planning Process: This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
  • H25 – Holistic Financial Planning: This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
  • G30 – Business Financial Planning: This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
  • G60 – Pensions: This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
  • CF6 – Certificate in Mortgage Advice: This qualification assesses a knowledge and understanding of the UK Regulation Environment in the Financial Services Industry, Mortgage Products, Repayment Options and the giving of Mortgage Advice.
  • CF7 – Certificate in Financial Planning and Lifetime Mortgage Activities: This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
  • CF8 – Certificate in Financial Planning and Long Term Care Insurance: This qualification assesses a knowledge and understanding of the UK Regulations Environment in the Financial Services Industry, Long Term Care Insurance Products and giving of Long Term Care Insurance Advice.
  • CF9 – Pensions Simplification: This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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