Are You A Pro? Join For Free

Jason Mountjoy

Creative Wealth
Financial Planning

Contact Information:

Poseidon House, Neptune Park
Plymouth, Devon PL4 0SN
United Kingdom
T: 02752 228499
F: 01752 301042
www.creative-wealth.co.uk

Years in Business:

 

20

Clients I'm Seeking:

 

All our clients are different, each one looking for an individual positive solution to their financial affairs, the advice we give is altogether individual. Wether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information. We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations over a period of time as we recognise the importance of long-term on-going assistance and guidance.

About My Business:

 

Jason Mountjoy - with his unique and interesting background and with over seventeen years experience in high net worth and corporate banking at Lloyds TSB and Natwest, has become a leading independent financial planner in all aspects of advice and service. The strong and thorough research process, entrepreneurial flair towards funding approaches combined with the strive to be consummate in all areas of advice, innovation, service and compliance. Jason has helped create an hitherto unseen proposition in the financial services marketplace. "Although I have a competitive nature, my passions are for success and fairness and a belief that these attributes are not mutually exclusive." "At Creative Wealth, we have an ethos that revolves around building a robust, effective and bespoke solution in conjunction with our strategic tax and legal partners. Working closely with these partners, in many cases for over 10 years, ensures a combined thought process evolved together with people of the highest calibre that provides the best possible returns to our Clients."

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: