Established in 1992, the team at J&P Financial Services has many years’ experience providing practical financial planning advice to people, families and businesses in the Midlands and the surrounding areas.
We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and implementing tailored financial plans to address those needs.
At J&P Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Meet the team
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Mark – Independent Financial Adviser
Mark has over 20 years’ experience in financial services, and is proud to have qualified as a Chartered Financial Advisor and who has been awarded a Fellowship in financial planning. -
Phil – Independent Financial Adviser
Phil has over 30 years’ experience in financial services working both with personal and corporate clients. Phil likes to ensure that he gets to know each client and understand their specific financial needs which allows him to provide tailored advice on the best way to build short, medium, and long-term wealth. -
Rachel - Director / Paraplanner
Rachel has been in financial services for over 20 years, starting in an administration role, qualifying as an adviser and now as paraplanner. Outside of work, Rachel loves Pilates as well as the gym, dog walks and travelling. -
Simon – Director / Independent Financial Adviser
Simon has over 30 years’ experience in financial services, starting as a tied agent at Prudential, then Aviva and subsequently becoming an Independent Adviser. He started at J&P Financial Services Ltd in 2007 when his father owned the company, has taken over the business and has been Managing Director since 2008. -
Sonia – Independent Financial Adviser
Sonia is an experienced Independent Financial Adviser working with families and businesses in Sutton Coldfield and the surrounding areas. Clients like that she provides clear and simple advice allowing them to make fully informed decisions based on their needs now and future plans. -
Angela – Administrator
Angela joined the J&P administration team bringing with her a wealth of administration experience having spent over 20 years working in the logistics industry and 5 years in Financial Services. In her spare time Angela enjoys her live music concerts and long walks with the family border terrier George. -
Abbie – Administrator
Abigail is part of the J&P administration team with 7 years’ experience working within the financial services industry. In her free time, Abbie likes to spend it outdoors with her two young children, Harry and Archie. -
Luna - Head of Security
Mark – Independent Financial Adviser
ark has over 20 years’ experience in financial services, and is proud to have qualified as a Chartered Financial Advisor and who has been awarded a Fellowship in financial planning. Mark is an independent financial advisor and specialises in pensions, investments and inheritance tax planning. He says he takes the view that being independent is essential if he is going to provide the best advice for clients financial needs.
Outside work, he enjoys a round of golf, pottering in the garden on most weekends, as well as looking after his chickens and long dog walks. Mark and his wife enjoy European city breaks and has a number of places on the bucket list that he is looking forward to visiting.
Phil – Independent Financial Adviser
Phil has over 30 years’ experience in financial services working both with personal and corporate clients. Phil likes to ensure that he gets to know each client and understand their specific financial needs which allows him to provide tailored advice on the best way to build short, medium, and long-term wealth. Phil specialises in personal pensions, protection, investments, inheritance tax and equity release planning as well as corporate areas of protection, pension and tax planning.
Outside work, Phil enjoys playing golf, watching football and travelling with family and friends.
Rachel – Director / Paraplanner
Rachel has been in financial services for over 20 years, starting in an administration role, qualifying as an adviser and now as paraplanner.
Outside of work, Rachel loves Pilates as well as the gym, dog walks and travelling.
Simon – Director / Independent Financial Adviser
Simon has over 30 years’ experience in financial services, starting as a tied agent at Prudential, then Aviva and subsequently becoming an Independent Adviser.
He started at J&P Financial Services Ltd in 2007 when his father owned the company, has taken over the business and has been Managing Director since 2008. Simon is proud of the close working relationships he forms with clients to provide a holistic and rounded approach to their financial planning, helping them reach their goals. He specialises in both personal and corporate advice surrounding pensions, investments, inheritance tax planning and protection.
Simon is an avid sports follower and can often be found watching football and cricket as well as going to the gym and playing snooker regularly.
Sonia – Independent Financial Adviser
Sonia is an experienced Independent Financial Adviser working with families and businesses in Sutton Coldfield and the surrounding areas. Clients like that she provides clear and simple advice allowing them to make fully informed decisions based on their needs now and future plans. She thrives on seeing her clients achieve their financial goals.
Away from work Sonia has been known to say, “she works so she can holiday”, travelling to new places and having adventures is what she loves to do. She loves reading and a good crime book is her genre of choice. She can often be found supporting her boys by the side of a rugby pitch, in all weathers! Favourite biscuit, she is partial to a chocolate hobnob!
Angela – Administrator
Angela joined the J&P administration team bringing with her a wealth of administration experience having spent over 20 years working in the logistics industry and 5 years in Financial Services. In her spare time Angela enjoys her live music concerts and long walks with the family border terrier George.
Abbie – Administrator
Abigail is part of the J&P administration team with 7 years’ experience working within the financial services industry. In her free time, Abbie likes to spend it outdoors with her two young children, Harry and Archie.
Luna