Meet our team of advisers
Jason joined the industry in 1997 with Pearl Assurance, then went on to work for Co-Operative Insurance Society and HSBC. Jason founded Thomas Duffy Ltd in 2006. Jason lives with his wife Julie and their 2 children William & Poppy.
Independent Financial Adviser
Having been in and around businesses within my family, all of my life, I know how hard it is to make and retain money. That personal, first hand experience is what I bring to financial planning and advice for small to medium sized businesses.
I offer practical solutions to individuals and businesses, which ranges from protection in the forms of life insurance, through to managing investments and setting up of personal and company pension schemes.
All of my planning is outcome orientated, that is, I begin with the end in mind and look at what the individuals are planning to achieve and put the most suitable product or service in place achieve it.”
Independent Mortgage & Insurance Adviser
Becky joined the financial industry in 1996 with HSBC. After 16 years of experience in the financial sector she went independent to offer her clients a first class customer service on their mortgage and protection needs.
Becky is based on the M4 corridor where she lives with her husband Kerry and two children Phoebe and Archie.