Carlton Asset Management Limited

We have been offering bespoke financial solutions to high net worth individuals, retired professionals and their families for nearly 40 years. Based in Bletchingley in Surrey, we cater to clients predominantly throughout London and the South East of England. During the many years we have been in operation, our sound advice has gained us a reputation as a highly reliable and trustworthy financial planning partner.

Jason Coppard FPFS MCSI ALIBF DipPMI Certs PFS (DM & Securities) Certs CII (MP & ER)
Managing Director & Principal Chartered Financial Planner
Jason has been working as a senior financial planner and manager in the financial service industry for over 25 years. He is a Chartered Financial Planner and Fellow of the Professional Finance Society, Chartered Associate of The London Institute of Banking & Finance, and a full member of The Chartered Institute for Securities & Investment.

Throughout his career, Jason has been fortunate enough to work with some of the industry’s top practitioners. This invaluable experience helped him gain the specialist knowledge necessary to effectively manage operations at Carlton Asset Management Limited and provide his clients with industry leading service and advice.

As a strong advocate for personal and professional development, Jason believes that every day is an opportunity to learn and improve. Using this knowledge gained and refined over many years, he is dedicated to helping clients and their family’s achieve their goals by designing and implementing flexible and personalised financial plans.

Email: | Phone: 07853 352682

Why Work With Us

  • Independent - Not being tied means that our sole interest is to help our clients reach their personal financial goals.
  • Experienced - We have been operating as independent financial advisers for nearly 40 years, which has given us the technical expertise required to reliably achieve results.
  • Collaborative - Our advisers view clients as partners, and we emphasise working together to achieve targeted objectives.
  • Traditional Values - Our company stays true to the ethical practices of our founders and we are honest and straightforward with all our clients.
  • Innovative Approach - We keep up with the latest solutions on the market and industry-wide trends in order to develop the very best outcomes.

Our Plans Are

Customised, to suit your specific needs.
Holistic, covering all aspects of your life.
Flexible, to be fluid in meeting changes in circumstances and objectives.