OUR PEOPLE

Even though we have grown over the years we remain a comparatively small team offering a personal service of which we are very proud.

The majority of our clients are referred to us either by local professionals or, more importantly, from other people that we have provided a service for who have been happy to endorse us.  We have clients from all walks of life and their age range now runs from 16 to approaching 100 years of age, this reflects our belief that nobody should ever be excluded from receiving quality financial advice at any stage of their life, whatever their circumstances are.

JEM Financial Planning has grown since its authorisation in 2010 but at a very manageable rate and we truly believe that we are now perfectly placed to serve our clients in a timely and professional manner.

We are all relevantly qualified and our industry's ongoing "Continuing Professional Development" process, along with our own internal Training and Competence regime, ensures that we all stay up to date with changes in our industry at all times.

Director
Independent Financial Adviser

ASHLEY WARD

        DipPFS CertSMP

Independent
Financial Adviser

SIMON PETTITT

DipPFS, CertCII(MP)

Independent
Mortgage Adviser 

SUE ELLIS

CeMAP Diploma

Independent
Mortgage Adviser

HANNAH SIMCOX

CeMAP CeFA

Independent
Financial Adviser

DAVID WOLLACOTT

DipPFS

Independent
Financial Adviser

SIMON RICHARDS
DipPFS MAQ

Independent
Mortgage Adviser 

SOPHIA FOSTER

CertSMP

Independent
Mortgage Adviser

RYAN WOLLACOTT

CertCII(MP)

JEM Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority with the Reference Number 930071
Registered in England and Wales as Limited Company no.12553739  Registered address; 3 Tythe Road, Broadway, Worcestershire WR12 7EZ