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 1980’s so has over 30 year’s experience and has worked through several key management and advisory roles for a well known High street bank. Peter’s 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.
Peter’s 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 and pension planning, 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.
Jess is a well-established business woman having been Managing Director of a family business in Spain for over 15 years and has developed a high level of managerial and financial experience during that time. Having returned to the UK some 5 years ago Jess has focused on the financial market and gained a great deal of valuable experience as a Client Investment Manager for an IFA but has since turned her focus on Paraplanning which channels the skills Jess thrives at. We are pleased to have Jess on our team and now works closely alongside Justin and Peter as their in-house Paraplanner.
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.