Jason Bevan



I graduated from Coventry University with an Honours degree in Financial Economics.  I then spent the first four years of my working life learning the ropes with a life company before launching my career as an independent financial advisor.  I have since been providing advice to clients on all aspects of their financial planning and I have now been doing this for more than 20 years.

I hold the Diploma in Financial Planning and I am supported by a strong, highly-qualified and well-trained team of advisors and staff, enabling us to provide the highest level of ongoing advice and service to our clients.  We provide tailored investment solutions to meet the needs and objectives of our clients and we have the necessary depth, experience and expertise within our financial planning team to deliver this at the very highest level.

Away from the office I enjoy badminton, running and golf; although these days most of the running seems to be after my young daughters!


“We feel valued as a client and your service reflects that, which is not something we have been used to with much larger firms.”
Professional Services Business
Managing Director
“Your team have been an absolute credit to Magma.  They have been highly professional, worked very hard and done it all with a smile.”
Academy School
Finance Director