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OUR TEAM

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 may be.

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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.

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

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Click on our advisers below to find out more information and contact details.

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ASHLEY WARD

Company Director & IFA

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DAVID WOLLACOTT

Independent Financial Adviser

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SIMON PETTITT

Independent Financial Adviser

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SIMON RICHARDS

Independent Financial Adviser

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TONY REES

Independent Financial Adviser

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BEN MORRIS

Independent Financial Adviser

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PETER MCNULTY

Chartered Financial Planner

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RYAN WOLLACOTT

Independent Financial Adviser

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SUE ELLIS

Independent Mortgage Adviser

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HANNAH SIMCOX

Independent Mortgage Adviser

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SOPHIA FOSTER

Independent Mortgage Adviser

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CLARISSA WARD

Company Administrator

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; Halfway House, 89 High Street, Broadway, Worcestershire WR12 7AL

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