Podcast 021: Jason Butler – From The Brink of Bankruptcy To London’s Top Boutique Wealth Firms

In this Adviser Hangout podcast, Jason Butler of Bloomsbury tells host Abraham Okusanya a highly inspirational story of how he went from nearly bankrupt to building one of London’s top boutique wealth firms.

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Jason started the business 16 years ago and nearly went bankrupt, having spent £250K of his own money and about the same amount of the bank’s money. Thankfully, he and his team found a way to turn things around and the business, is now completely owned by the senior management, with strong financial controls in place.

The business now looks after 70 clients with £140M FUM and £1.3M revenue, with plans to reach £2M in the next few years. But for Jason, it’s not just about the money, it’s about building a firm that outlive him and the firm’s clients.

How did he do it? Listen and enjoy!

Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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