Jason Watkins FPFS, MCSI
Jason Watkins FPFS, MCSI, Chartered Financial Planner, Managing Director
Tel. 01792 894100
Email. jasondistinctfs.co.uk
Jason has over 25 years experience in Financial Services, having worked as a Financial Adviser and Manager at leading UK companies such as HSBC Private Banking & Santander along with running his own Advisory Company specialising in Wealth Management.

Jason is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS) the pinnacle of the financial planning profession. Jason is authorised to advise on Defined Benefit / Final Salary Scheme transfers. He is a Pension Transfer Specialist. He also holds the Award in Long Term Care Planning and has a vast experience of the Investment Markets after completing both his Discretionary Management qualification with the Chartered Insurance Institute along with the level 6 Private Client & Investment Management exam with the Chartered Institute of Securities and Investments. Jason also holds the Advanced Diploma in Financial Planning.

Jason is also a Fully Accredited Member of the Society of Later Life Advisers (SOLLA). He has also been awarded the Pension Transfer Gold Standard by the Chartered Institute of Insurance.

Jason is valued and respected by his clients for his high service ethics which is complimentary to his focus on managing clients wealth.

Jason's strengths lie in:

- Wealth Management
- Investments
- Long Term Care Planning
- Pensions Including Final Salary Transfers
- Tax Planning & Trusts
Geoff Lewis DipPFS
Geoff Lewis DipPFS, Director & Financial Adviser
Tel. 01792 894100
Email. geoffdistinctfs.co.uk
Geoff has worked in Financial Services since 1983 having worked for various well known organisations as both an adviser and a Manager. In 2007, Geoff undertook his stockbroking examinations whilst working under his own consultancy practice prior to joining us and has a wealth of knowledge and experience in helping to guide his clients.

Geoff is a valued and experienced member of the team, and mainly focuses on:

- Corporate Pensions
- Personal Pension Planning
- Wealth Management
- Investments
Tom Morris DipFA
Tom Morris DipFA, Financial Adviser
Tel. 01792 894100
Email. tomdistinctfs.co.uk
Tom has a career spanning over 13 years in the financial services industry. Tom joined the Team in 2018 as a mortgage adviser and has since completed his level 4 qualification to become a fully qualified Financial Adviser.

Tom also holds the Certificates in Mortgage Advice & Equity Release and has a wealth of knowledge and experience in assisting his clients meeting their financial goals and objectives.

Tom focuses his expertise in the following areas:

- Mortgages including First Time Buyers, Remortgages & Buy To Let Mortgages
- Protection
- Pensions & pension transfers
- Retirement Planning
- Investments
Hugh Rogers
Hugh Rogers, Mortgage & Protection Adviser
Tel. 01792 894100
Email. hughdistinctfs.co.uk
Hugh has over 25 years experience in the Financial Services industry, providing advice to private clients.

After a successful career at Prudential, Hugh became a partner in his own firm based in Neath.

In 2007 he teamed up with his former colleagues, becoming a founding member of the practice.
Tim James DipPFS, Financial Adviser
Tel. 01792 894100
Email. timdistinctfs.co.uk
Tim joined the team in 2020 as we are continuing to grow our Professional Advisers following an increased demand for our services. Tim has over 30 years experience as an adviser and is another welcome addition in strengthening our client proposition, Tim's key strengths are:
- Investments
- Retirement Planning
- Inheritance Tax Planning
Stephanie Reed
Stephanie Reed, Practice Manager
Tel. 01792 894100
Email. stephaniedistinctfs.co.uk
Stephanie has been with us since inception and is a highly valued member of the leadership team providing support to advisers whilst managing the administration team. Stephanie has a vast amount of experience in financial services which spans a 25 year career of working for some of the largest financial institutions.
Coleen Evans
Coleen Evans, Sales Support/Administrator
Tel. 01792894100
Email. coleendistinctfs.co.uk
Coleen joined the team in May 2017 and has a vast experience of offering support functions to advisers over the past 20 years having worked for some of the largest financial institutions.
Tyler Ellis
Tyler Ellis, Sales Support/Administrator
Tel. 01792894100
Email. tylerdistinctfs.co.uk
Tyler joined us in June 2017 looking to explore a career in finance.

Tyler currently provides support functions to our advisers and will shortly be enrolled onto the Financial Adviser Academy to commence his studies.
Rachel Nelson, Sales Support/Administrator
Tel. 01792 894100
Email. racheldistinctfs.co.uk
Rachel joined the team in October 2020 following a successful career in Banking for over 20 years. Rachel has more recently been providing administration and sales support for advisers and comes to us with a wealth of experience and knowledge and is a welcome addition to our administrative & support team.
Leanne Davies, Sales Support/Administrator
Tel. 01792 894100
Email. leannedistinctfs.co.uk
Leanne joined the team in August 2021 with a successful career spanning 15 years in helping support financial advisory firms and their advisers.

Transferring out of a Final Salary scheme pension is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Inheritance tax planning and Buy To Let mortgages are not regulated by the Financial Conduct Authority.

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