Jason Ashman
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Jason Ashman Email & Phone Number

Chartered Financial Planner, Director and Financial Planning Manager at Henwood Court Financial Planning Limited
Location: Solihull, England, United Kingdom 9 work roles 3 schools
1 work email found @henwoodcourt.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email j****@henwoodcourt.co.uk
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Role
Chartered Financial Planner, Director and Financial Planning Manager
Location
Solihull, England, United Kingdom
Company size

Who is Jason Ashman? Overview

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Jason Ashman is listed as Chartered Financial Planner, Director and Financial Planning Manager at Henwood Court Financial Planning Limited, a with 27 employees, based in Solihull, England, United Kingdom. AeroLeads shows a work email signal at henwoodcourt.co.uk and a matched LinkedIn profile for Jason Ashman.

Jason Ashman previously worked as Chartered Financial Planner, Director & Financial Planning Manager at Henwood Court Financial Planning Limited and Chartered Financial Planner, Director & Financial Planning Manager at Henwood Court Financial Planning Limited. Jason Ashman holds Postgraduate Diploma, Agricultural Economics from University Of Aberdeen.

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Email format at Henwood Court Financial Planning Limited

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{first}.{last}@henwoodcourt.co.uk
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Profile bio

About Jason Ashman

Chartered Financial Planner and Director at Henwood Court - Chartered Lifestyle Financial Planners....dedicated to partnering with clients to identify, build and maintain the life they want to live, through our financial planning program – Financialsense® which guarantees to deliver complete financial organisation and control over tax, investment, pension, estate and multi-generational planning.Working with executives, business owners and highly paid professionals including:LawyersAccountantsDirectorsSpecialist in helping individuals to successfully transition both emotionally and financially from work to retirement, and helping retirees get the most from their retirement.In the 2019 Money Marketing & Moneyfacts Awards we were highly commended in the Retirement Adviser category, an achievement we are proud of, and short listed for the Professional Services Birmingham Business Excellence Awards.But don’t take our word for it – here what our clients have to say - https://henwoodcourt.co.uk/client-stories/ To explore if we can help you contact me – info@henwoodcourt.co.uk or call 0121 313 1370.

Listed skills include Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, and 23 others.

Current workplace

Jason Ashman's current company

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Henwood Court Financial Planning Limited
Henwood Court Financial Planning Limited
Chartered Financial Planner, Director and Financial Planning Manager
Solihull, GB
Employees
27
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9 roles · 30 years

Jason Ashman work experience

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Chartered Financial Planner, Director & Financial Planning Manager

Henwood Court Financial Planning Limited

Sutton Coldfield, Birmingham

A business that gives senior executives and company directors the opportunity to organise their finances and plan confidently for an independent financial future.

Chartered Financial Planner, Director & Financial Planning Manager

Henwood Court Financial Planning Limited

Sutton Coldfield, Birmingham

One of the biggest problems people struggle to overcome is having the time, capability and motivation to get to grips with their financial affairs and ensure that they maximise opportunities, mitigate tax and devise a plan to achieve their business and personal ambitions.At Henwood Court we aim to provide clients with some quality timeout' within a relaxed, structured and supportive environment. We help clients answer the big life questions. Questions like:- What do I want to… Show more One of the biggest problems people struggle to overcome is having the time, capability and motivation to get to grips with their financial affairs and ensure that they maximise opportunities, mitigate tax and devise a plan to achieve their business and personal ambitions.At Henwood Court we aim to provide clients with some quality timeout' within a relaxed, structured and supportive environment. We help clients answer the big life questions. Questions like:- What do I want to do with what time I have left on this planet?- When can I afford to stop working, or reduce my time commitment to the business?- How much do I need to sell my business for and when?- What do I need to do to ensure that I never, ever run out of money?- Can I afford to send the children/grandchildren to private school, fund a property deposit or future wedding?- What do you need to do to ensure that my spouse and family are totally financially secure - whatever happens?It is only when you have a clear idea of where you are today that you can then move onto creating a financial plan designed to get you where you want to be. Show less

Director

Chatfield Private Client Limited provides fee only financial planning advice to individuals, entrepreneurs and small business owners. Chatfield takes great pride in the level of service provided to clients and is known for the level of honesty, integrity and trust delivered.We are fiercely proud that we are independent and only charge fixed fees. Working on a fee only basis means we provide advice and expertise; we do not sell products. Technology is important in today's world… Show more Chatfield Private Client Limited provides fee only financial planning advice to individuals, entrepreneurs and small business owners. Chatfield takes great pride in the level of service provided to clients and is known for the level of honesty, integrity and trust delivered.We are fiercely proud that we are independent and only charge fixed fees. Working on a fee only basis means we provide advice and expertise; we do not sell products. Technology is important in today's world and our clients are able to access their portfolios online and on their mobile phones. Show less

Jun 2010 - Sep 2012

Chartered Financial Planner

Chatfield is proud that the directors are amongst the highest qualified advisers in the UK. Only around 7% of financial advisers are Chartered Financial Planners and less than 4% are Certified Financial Planners.

Jun 2010 - Sep 2012

Financial Planning And Cashflow Modelling

Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way… Show more Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way before. Have a look at the case study section on our website for more details of this approach. Show less

Jun 2010 - Sep 2012

Trustee Director

Birmingham Conservation Trust

Birmingham

Birmingham Conservation Trust is a charity which exists ‘to preserve and enhance Birmingham’s threatened architectural heritage and to promote an enjoyment and understanding of the City’s historic buildings’. Founded in 1978, Birmingham Conservation Trust is one of over 250 building preservations trusts in the UK. The Trust is managed by a Board of Trustees.The Trust is a registered independent charity and is funded from a mix of income generated by the sale or lease of… Show more Birmingham Conservation Trust is a charity which exists ‘to preserve and enhance Birmingham’s threatened architectural heritage and to promote an enjoyment and understanding of the City’s historic buildings’. Founded in 1978, Birmingham Conservation Trust is one of over 250 building preservations trusts in the UK. The Trust is managed by a Board of Trustees.The Trust is a registered independent charity and is funded from a mix of income generated by the sale or lease of restored properties and specific project management feesCurrent projects include:Newman Brothers Coffin WorksArchway of TearsYardley Cemetery LodgeHighbury HallRookery House Show less

Nov 2011 - Apr 2012

Company Secretary

Birmingham Conservation Trust

Birmingham, United Kingdom

Nov 2011 - Apr 2012

Chartered Financial Planner

Self Financial Planners Limited
1997 - Jul 2010
Team & coworkers

Colleagues at Henwood Court Financial Planning Limited

Other employees you can reach at henwoodcourt.co.uk. View company contacts for 27 employees →

3 education records

Jason Ashman education

Education record

St Peter'S Rc Comprehensive, Solihull
FAQ

Frequently asked questions about Jason Ashman

Quick answers generated from the profile data available on this page.

What company does Jason Ashman work for?

Jason Ashman works for Henwood Court Financial Planning Limited.

What is Jason Ashman's role at Henwood Court Financial Planning Limited?

Jason Ashman is listed as Chartered Financial Planner, Director and Financial Planning Manager at Henwood Court Financial Planning Limited.

What is Jason Ashman's email address?

AeroLeads has found 1 work email signal at @henwoodcourt.co.uk for Jason Ashman at Henwood Court Financial Planning Limited.

Where is Jason Ashman based?

Jason Ashman is based in Solihull, England, United Kingdom while working with Henwood Court Financial Planning Limited.

What companies has Jason Ashman worked for?

Jason Ashman has worked for Henwood Court Financial Planning Limited, Chatfield Private Client Limited, Birmingham Conservation Trust, and Self Financial Planners Limited.

Who are Jason Ashman's colleagues at Henwood Court Financial Planning Limited?

Jason Ashman's colleagues at Henwood Court Financial Planning Limited include Lisa Pietrzak (On Maternity Leave), Peter Roberts, Stuart Pryor, Katherine Woolley, and Helen Allen.

How can I contact Jason Ashman?

You can use AeroLeads to view verified contact signals for Jason Ashman at Henwood Court Financial Planning Limited, including work email, phone, and LinkedIn data when available.

What schools did Jason Ashman attend?

Jason Ashman holds Postgraduate Diploma, Agricultural Economics from University Of Aberdeen.

What skills is Jason Ashman known for?

Jason Ashman is listed with skills including Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Pensions, Financial Services, Retirement Planning, and Wealth.

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