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Wealth management company strengthen their expert team with fifth chartered financial planner

Wealth management company strengthen their expert team with fifth chartered financial planner

Midlands-based wealth management experts Smith Cooper Independent Financial Services (SCIFS) celebrate as long-term employee Jason Million qualifies as a Chartered Financial Planner and becomes the company’s fifth client-facing adviser to achieve chartered status.

With nearly a decade of experience in financial services, Jason Million has been designing and delivering tailored financial solutions to private clients and family businesses since 2014. He joined the company after graduating from Coventry University with a first class honours degree in Finance and Investment in 2013, following a brief period as an Account Manager at Mattioli Woods.

Jason has made a real impact during his time at SCIFS, equipped with a strong technical background and specialist interest in financial technology, which have enabled him to take a creative approach to wealth management. His newly acquired chartered status demonstrates his longstanding commitment to delivering the highest quality financial advice and first-class professional support to SCIFS clients.

As leading independent financial solution providers, SCIFS provide high net worth private and corporate clients across the UK with bespoke wealth management services including investment advice, retirement planning, inheritance tax planning, estate planning and corporate planning.

With five chartered financial planners now on board, SCIFS continue to invest in their specialist team and grow the company’s local and national reputation for delivering impartial, comprehensive financial advice to private clients and businesses.

Paul Hamilton, Managing Director of Smith Cooper IFS, commented:

“I am delighted that Jason has completed this coveted award, as it is befitting of the high-quality advice and support he has provided to our clients for years. I am particularly proud that he has achieved this during a very busy time for the business.”

Jason Million stated,

“It is pleasing to see my commitment to the industry has taken me down the path of attaining Chartered status. This achievement demonstrates the knowledge and experience I have accumulated throughout my career.

“Being part of a wealth management company that is committed to providing independent advice compliments my philosophy and ultimately leads to superior outcomes and greater value for our clients.

“It is immensely rewarding and a privilege to share the journey our clients go on in fulfilling their ambitions, whether that be from a personal, corporate or financial perspective. “

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