Bloomsbury Financial Planning

Smart ideas about wealth

Our business

Jason Butler APFS, CFP, IMC

Certified Financial Planner^CM
Chartered Financial Planner

Jason has been in the financial services sector since 1989. After qualifying at a firm of West End financial advisers, he worked for a large regional financial advisory firm, helping to develop and deliver financial planning services to business owners and wealthy private individuals on a strict fee basis.

Jason is an Associate of both the Personal Financial Society and the Institute of Financial Planning. He is one of only a handful of individuals who is qualified as an investment portfolio manager (IMC), a pensions transfer specialist (G60 & CF9 examinations), a Certified Financial Planner^CM certificant and a Chartered Financial Planner. Jason has been a director of both the Society of Financial Advisers (now the Personal Financial Society) and Institute of Financial Planning and, for five years, was editor-in-chief of ‘Financial Planner’, the IFP magazine.

In the prestigious 2008 Money Management Financial Planner Awards Jason won in two categories: Estate Planner of the Year and Pension Income Drawdown Planner of the Year.

Jason also won the ‘Investment Planner of the Year’ category at the Money Management Financial Planner of the Year Awards 2006. He was awarded the Tony Sellon Memorial Award in 2001 for outstanding contribution to the financial planning profession. He was additionally cited as one of the top 50 most influential private client practitioners in the UK by PAM Insight in their December 2009 edition of Private Client Practitioner magazine.

Jason founded Bloomsbury in 1998 and has extensive experience of advising a variety of clients including entrepreneurs, senior executives, trustees and those from the professions. Jason is a charismatic individual who is known for creative and innovative thinking when it comes to financial planning solutions and he can bring simplicity to even the most complex situation.

Return to Key people