Jason Toumba
Chartered Financial PlannerMy journey
- Advanced Diploma in Financial Planning (APFS)
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Certified Financial Planner
The Certified Financial Planner (CFP) accreditation is recognised as a global “gold standard” for financial planning professionals. It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.
Pension Transfer Specialist
A Pension Transfer Specialist is a professional who has gained additional, higher-level qualifications in order to provide advice on defined benefit and final salary pension transfers. These types of pensions can be complex and consideration of whether to transfer out of these pensions require detailed analysis and explanation.
I am a Chartered Financial Planner with more than 14 years’ experience in the financial services profession. More than 10 of those years have been spent working at CBW, where I have progressed in my career.
My day-to-day focus is on providing personal financial planning to my new and existing clients. My areas of expertise are:
- cashflow planning and building financial plans
- pension and retirement planning
- investment planning
- protection such as life cover or critical Illness
- wealth management
- Inheritance Tax planning
- pension Lifetime Allowance and Annual Allowance planning
- final salary pension analysis
What I enjoy most about my job
Making lasting connections with my clients and colleagues.
About me
My favourite way to spend my day is seeing my friends and family. Most importantly, spending time with my son who was born in the summer of 2020 and changing every day.
Anywhere with sunshine, a beach and cocktails!
When my son gives me a big smile and shouts “Dad”!
Having a drink with Will Smith.
Every person is different and has their own objectives and drives in life.
Treat people the same way you would like to be treated. The world would be a much better place if everyone lived by this principle.
We have a diverse team with mixed personalities; this provides opportunities to learn from each other and provide a truly holistic approach to work.
What my clients say
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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