Meet the jlm wealth team

Andy has worked in the financial services industry for over 25 years.

He prides himself on understanding a client’s needs and finding appropriate solutions.

As a qualified pension specialist, he is able to guide you through the complex area of retirement planning as well as dealing with other areas of financial advice.

Joe is passionate about helping people achieve their financial goals and enjoys contributing to the development of comprehensive financial strategies.

His strong analytical skills and attention to detail make him well-suited for the meticulous tasks involved in paraplanning, and he finds it rewarding to analyse client situations and develop creative solutions..

Raul is committed to helping clients make informed decisions about their financial future.

With a client-focused approach and a passion for financial planning, Raul works to deliver clear, efficient, and practical solutions that align with each client’s goals.

Emma joined us as a Life and Pensions Administrator to support the wealth team. 

The diverse daily tasks at JLM Wealth provide continuous learning, and she enjoys the sense of accomplishment that comes from completing files.

Outside of work, she stays busy with her two-year-old daughter but also enjoys catching up with friends and unwinding with a good book and a cup of tea!

Shamma plays a key role in supporting our clients with efficiency, care, and attention to detail.

A passionate gardener with a love for wildlife, she finds that engaging with the natural world in her spare time lifts her spirits and helps her  maintain a positive mindset.