Transparency,
Integrity & Expertise.
We provide jargon-free advice with transparent charges.
Our Services
Basecamp
This service focuses on helping you build the foundations of your finances so that you have the platform to grow and truly begin your financial journey.
Ascent
This service focuses on keeping you on track towards achieving your medium and long term goals through closely monitoring your progress and reacting to changes in your circumstances.
Summit
As you approach your financial peak, this service helps to maintain the financial security which you have worked hard to build and helps ensure you can enjoy this for as long as you can, with an eye on helping you pass this on to your loved ones.
About me
Jason Bosworth
Co-Founder & Chartered Financial Adviser
Jason got into financial services as a third career. He tried being an academic, but naturally segwayed into hospitality as all good philosophers do. He then realised he needed a job with slightly less insane hours so became a financial adviser. And then a chartered financial adviser; because he likes exams about very obscure technicalities.
He tried working for a large corporate and then a fintech as an advisor and manager and then decided the whole system needed some disruption. He therefore helped co-found Rise Financial Planning, opening the Scotland office based in St Andrews, Fife.
Why? Financial advice is important, good financial advice even more so. But it’s a service, and should not be yet another tax on wealth. Jason wanted to find a different way to support his clients make timely and effective financial decisions for the very long term.
Jason also enjoys spending time with his kids, his spaniel, watching rugby and hillwalking. The spaniel predicates the hillwalking.
Email Jason jason@risefp.co.uk
or call me on 01334 260060
What our customers say…
Frequently asked questions
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There are no initial adviser charges, and we do not charge any percentage based fees.
Our clients only pay a monthly fee for our services based on the complexity of the work involved.
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Our services may include advice which cover the following areas:
Pension and Retirement Planning
Investments
Tax Planning
Inheritance and Legacy Planning
Business Investments and Exit Strategies
Mortgages and Equity Release
Protection
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Our Basecamp, Ascent and Summit services have a minimum term of 12 months.
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We do not have a minimum investment amount as our fees are not based on the size of your portfolio.
Get in touch
To begin your journey with Rise, please get in touch using the contact form, book a meeting link or use the details below to arrange a no obligation initial consultation
St Andrews: 01334 260060
Email: jason@risefp.co.uk