Meet the jlm wealth team
Rory Joseph - Founding Director
Rory Joseph - Founding Director
Rory Joseph - Founding Director
Rory has worked in financial services for over 30 years and is able to advise on all aspects of financial planning, ranging from retirement planning to saving and investing.
He is a Chartered IFA, which represents the highest level of professional qualification.
Rory frequently provides his insight and expertise to the general public via B
Rory has worked in financial services for over 30 years and is able to advise on all aspects of financial planning, ranging from retirement planning to saving and investing.
He is a Chartered IFA, which represents the highest level of professional qualification.
Rory frequently provides his insight and expertise to the general public via BBC Three Counties radio, as well as being a regular contributor to industry bodies and publications.
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Andy Edgar - IFA
Rory Joseph - Founding Director
Rory Joseph - Founding Director
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.
Esther Walker - IFA
Rory Joseph - Founding Director
Joe Rhodes - Paraplanner
Esther has a passion for client-facing roles, and in helping clients achieve their financial goals.
She is dedicated to expanding her knowledge and adapting to meet each client's unique needs, with a focus on building strong relationships that lead to financial independence.
What Esther enjoys most is the opportunity to connect with clients
Esther has a passion for client-facing roles, and in helping clients achieve their financial goals.
She is dedicated to expanding her knowledge and adapting to meet each client's unique needs, with a focus on building strong relationships that lead to financial independence.
What Esther enjoys most is the opportunity to connect with clients, have meaningful conversations, and continuously foster trust.
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Joe Rhodes - Paraplanner
Amanda Freshwater - Life & Pensions Executive
Joe Rhodes - Paraplanner
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..
Amanda Freshwater - Life & Pensions Executive
Amanda Freshwater - Life & Pensions Executive
Amanda Freshwater - Life & Pensions Executive
Amanda enjoys engaging with our clients and finding ways to create life and pension plans that meet their company needs.
She thrives in the office environment and values being part of our team.
Outside of work, Amanda is an accomplished violinist who played with the local orchestra, Letchworth Sinfonia, for nearly 20 years.
Emma O'Connor - Life & Pensions Administrator
Amanda Freshwater - Life & Pensions Executive
Amanda Freshwater - Life & Pensions Executive
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!
