Congratulations to Ryan and Sophie Wollacott

Who tied the knot on 2nd July and we wish them all the very best for their lives together.











Happy New Year for 2022

We would all like to take the opportunity to wish our clients, friends and families a very happy, healthy, peaceful and prosperous 2022.  Please do let us know if we can help you in any way.

Dynamo Diamond Event - September 2021

Ashley and Sophia were delighted to be able to represent JEM Financial Planning Limited at Dynamo's recent 'Business Leaders in Mortgages' event at Celtic Manor.  It was lovely to have a little normality back after the last 18 months and any excuse to get dressed up is always welcome.

Associate Firm

We are delighted to confirm that JEM Financial Planning Limited’s application for Associate Firm with the Society of Mortgage Professionals has been successful.


Being an Associate firm demonstrates our commitment to a set of core professionalism principles and Code of Ethics.  It symbolises the Society's efforts to deliver a ‘united profession’ approach to building public trust in the sector helping to elevate the importance and value of professional mortgage advice and services.

New Joiners

We are delighted to have added two more highly experienced, fully qualified Independent Financial Advisers to our ranks.  Simon Richards joined us in December 2020 and Tony Rees at the start of 2021.  We are certain that they will both be valuable additions to JEM Financial Planning Limited and wish them both every success.

December 2020 Update

As you may already know we as a firm have grown tremendously over the last 10 years and have now expanded to the degree that we have advisers throughout Gloucestershire, Worcestershire, Warwickshire and the West Midlands in general.  It therefore seemed an appropriate time to change from what was a sole trader firm, to a Limited Company.  As per everything in life this wasn't as simple as you may imagine and actually involved creating a whole new company with a whole new authorisation through the FCA.  We are really pleased to confirm that this has now all been concluded and the new firm, JEM Financial Planning Limited received its authorisation on the 1st of October 2020.

We will be contacting everyone in due course but please be assured that the change in name will have no impact on your relationship with us and the level of service which you currently receive.

FCA Register

We would like to make everyone aware that the FCA Register is in the process of being removed and replaced with a new Directory in 2021.  We have been told that there will be a period of time where there is slight disruption, so please contact us with any queries regarding this.

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