Jason Bosworth

Financial Advisor
Rise Financial Planning
Contact Info

Location: Cupar, Fife

Contact Number: 01334 260060

Email: jason@risefp.co.uk

How I can help
Business AdviceIHT PlanninginvestmentsMortgagesPensionsProtectionTax Planning

Bio

Jason got into financial services after a varied career, including working in the fintec and start-up arena. Having achieved chartered status as financial adviser; Jason went on to become a leader in the space, managing and training advisers on what good advice looks like.

Jason enjoys spending time with his children and family, exploring the beautiful nature of Scotland with his excitable Spaniel, but only after the Rugby finishes.

Today, Jason works closely with his business partner and long time friend Luke Land - running Rise Financial Planning. With the vision to truly disrupt the industry, he used his incredible technical knowledge of investments and financial services to help Chair the Investment Committee at All Aspects Financial, and also serve his dedicated clients.

Areas of Expertise

  • Investments, including complex and technical analysis
  • Helping build in complex products and sophisticated planning to achieve objectives
  • Ethical and alternative investments to suit specific preferences