External Panel Adviser
Jason Shelley
Please note that Jason runs his own practice within St. James’s Place; Jason Shelley Wealth Management; and does not operate in a legal partnership with Apollo Private Wealth.
Expertise
Jason helps individuals with tax planning, investment planning, retirement planning and protection, as well as business owners with key person and shareholder protection, provision of employee benefits, and tax efficient profit extraction.
Experience
Jason has been with St. James’s Place since 2019, prior to which he was a chartered accountant with two decades’ experience in the financial sector, predominantly in hedge funds.
Qualifications
- Chartered Accountant
- Degree in Accounting and Finance from University of Leeds
