Justin has over 20 years experience and specialises in dealing with Individuals, Private clients and corporate clients with Investment planning, Retirement Planning, Tax, Trust and Estate Planning and Wealth Preservation. He is supported by a well diverse team with a collective 60 years of financial experience. Justin has dealings with all clients, from High net worth clients to large corporate executives, celebrities and sporting individuals. He predominately works from offices along the South Coast and covers areas including Hampshire, Berkshire, Surrey, Dorset and Sussex and in and around London.
Trusts are not regulated by the Financial Conduct Authority.
Peter supports Justin and the Practice and Peter started his career in the Industry back in the 1980ís so has over 30 yearís experience and has worked through several key management and advisory roles for a well known High street bank. Peterís core values are aligned with JMS Wealth Management which is to build and maintain long trusting client relationships. Peter feels that he will be in a better position to offer clients a more holistic level of advice and bespoke service within JMS Wealth Management.
Peterís great experience in the industry and his excellent client relationship is a true value to the Practice allowing him to use his breadth of knowledge by specialising in Investment planning, Pensions, Mortgages and Protection. Peter further enhances and strengthens JMS Wealth Management by providing a complete bespoke and holistic financial planning proposition to our clients. This is demonstrated by our high client retention rates and the fact that our business grows through client acquisitions by client referrals and recommendations.
Lisa worked as a medical receptionist for 17 years. She has gained a wealth of experience within reception and administrative duties, as well as working face to face with the public. She supports Justin and the Practice with all administrative duties.
Lisa has gained a lot of experience with the dealings of the NHS in particular knowledge of the Pension schemes and the changes that all the NHS staff have been experiencing, this adds a vital advantage in supporting the Practice in helping us deal with all our NHS staff and consultants clients effectively. We can empathise and address their concerns with confidence.
Sarah assists Justin and the Practice by organising client events and maintains Client Relationships. Sarah has many years management experience working within healthcare, both in the NHS and Private sector.
Sarah organises and ensures the smooth running of the various client seminars we run.
Adam has enjoyed over 23yrs experience in financial services, gained during his time as a Direct Sales Consultant with L&G as well as a Mortgage Consultant with Austin & Wyatt. During his 19 years in Lloyds TSB he became a well established and trusted adviser dealing with and advising on a broad range of Investment planning, Pension and Protection solutions for Clients.
Having turned his focus to Para Planning a number of years ago, these skills are being honed further as he now works closely with Justin and the Practice to ensure delivery of a first class service.
Leon has 36 years financial experience gained within the Retail Banking sector.
He started his career with Trustee Savings Bank. He was with the Bank through many changes, finally resulting in the merger with Lloyds Bank. Throughout this time his main focus was on Customer Care and the back office functions, his last position with the Bank was Assistant Manager.
Leon will be helping Justin and the team with sourcing Mortgages and Protection policies and be responsible for ensuring the compliance for business.