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Jason Porter

Business Development Director

Jason has a Joint Honours Degree in History and Politics, from Leicester University. He is also a Chartered Tax Adviser, having worked for Ernst & Young.

He spent over five years with Coutts Private Bank, dealing with some of the most wealthy and interesting people in the UK. At Coutts he realised the considerable overlap between tax and financial planning meant clients were crying out for ‘joined-up’ advice, and so in addition, Jason became a financial planner in 1999.

After an interesting sideways move for five years into media, Jason put his combined skills to work in 2007 as a Director at Credit Suisse Private Bank, providing wealth planning advice to ultra-high net worth clients.

He joined Blevins Franks Financial Management Limited in February 2014, as a Director in the UK.