The Team

Stephen began in the industry in the 80's, initially in banking. He started JWFS with Brendan in 1997 and, with an abundance of experience, Steve has enjoyed working with clients over many years particularly on the Wealth Management aspect of financial planning.

Ed joined JWFS in 2013 having worked in the Financial Services industry for 15 years as a Business Development Manager for some of our current product providers. Ed is fully qualified to advise on all aspects of financial planning, is our in-house Equity Release specialist and utilises Cash Flow Modelling to help clients understand their finances.

Harry specialises in pensions and investments, but he has recently qualified to advise on mortgages. He is now developing his portfolio of mortgage clients.

Sophia joined JWFS in 2019, having come from a property background as a Sales Manager for a local estate agency. Sophia is fully qualified to advise on mortgages and life insurance and enjoys building long-standing relationships with clients.

T-J has worked in the financial services industry since leaving school in 1989. Her previous role involved compliance and business development before joining JWFS in 2007 and she provides support not only to the adviser, but our many clients particularly within the Wealth Management arena.

Maria has been with JWFS for over 15 years and runs the mortgage administration side of the business. She has a wealth of experience and knowledge of mortgage lenders requirements and processes and provides valuable support both to the advisers and our clients.

Debbie has worked within financial services for 30 years completing various pension administration roles for the likes of PricewaterhouseCoopers and Atkins. She joined JWFS in May 2015 to support the ongoing servicing of our increasing client base and funds under management.

Laura comes from a customer service and retail administration background, and joined JWFS shortly after graduating from university as a mature student. She provides administrative support to the advisors, as well as ad-hoc office duties.

Gracie recently joined JWFS after completing her A-levels to learn the ropes of financial services. She is excited to be part of the team, alongside managing our social media and website.