About us
David J Williams Cert PFS
David is the Managing Director of the company having over 20 years of experience in the financial services industry. He is responsible for the strategic development of the company.
David is also an IFA and also retains his own base of high net worth personal clients.
David joined Royal London Insurance in 1985 and became Assistant Branch Manager at the age of 22. To develop his career further David then left to become an IFA.
David joined the company in 2000, becoming managing director in 2006.
David is married with 2 children at secondary school. In his spare time, David is a keen amateur cyclist and is involved in the organisation of his son's football team.
Andrew C Beattie Cert PFS
Independent Financial Adviser. Andrew also takes the responsibility for the company's compliance standards.
Background
Andrew joined the NatWest bank in 1977 progressing to Assistant Manager in 1991 when he joined the financial services division.After qualification in 1993 he continued to enjoy a number of promotions dealing with both personal and corporate clients. Andrew left the bank in 1998 to become an IFA and took the opportunity to become a director of Jones Sheridan in 2003.
Interests
Originally from Birmingham, Andrew still supports his local football team, Aston Villa and was a past chairman of the Sutton Colefield Carnival Committee. In his spare time Andrew enjoys reading, going to the gym, playing golf, walking the dog and looking after his family.
Richard W Griffith Cert PFS
Richard is an Independent Financial Adviser.
He has a specific interest in pension advice having recently passed the additional qualification relating to pension simplification.
Richard has been in the financial services industry for more than 20 years.
He spends his spare time playing or watching sport and exercising the family's dogs and horses.
Stuart P Banks FCA
Stuart is the Managing Director of Banks Sheridan a firm of accountants. He provides the company with advice on business development and strategic matters.
Background
Stuart qualified as a Chartered Accountant in 1984 with the international firm KPMG. He stayed at KPMG until 1995 working as a senior manager advising owner-managed business clients on accounting, tax and corporate finance matters. Stuart left to take a partnership at Cooper Taylor in Nantwich and over the next ten years built up a successful corporate department and team at that practice. Whilst at Cooper Taylor he oversaw the acquisition of the Sheridans accounting practice, based in Crewe and was heavily involved in the setting up of the in-house financial services operation. In 2005 Stuart set up Banks Sheridan as an independent company.
Interests
Stuart away from work enjoys spending time with his family and holidaying in Italy. He is the past Chairman of Crewe & Nantwich Rugby Football Club and is involved with many local charities.
Robert Stone BA(Hons) Cert PFS
Rob is an Independent Financial Advisor
Background
Rob graduated from Keele University in 2004 with a 1 st Class Honours degree in Business & Finance. From there he joined the Hanley Economic Building Society before joining Jones Sheridan in 2006.
He is currently studying for the next tier of professional qualifications, the diploma in financial planning which will enable him to specialise in certain areas of financial planning.
Interests
Rob is a keen sportsman and plays football for a local team. In the summer (British weather permitting) he enjoys playing tennis. He has taken part in the North West fun triathlon to raise money for charity in the last couple of years. He supports his local football team Stoke City. Outside of work Rob has a mixed interest in various genres of music and regularly travels to see his favourite bands and DJ's.
Gemma Waddington CeMAP
Independent Mortgage Adviser
Gemma Joined the company in 2007 as part of our continued expansion.
She is experienced in arranging mortgages on both a residential and buy to let basis.
Gemma enjoys socialising, travelling and skiing in particular.
Ollie Bridgman CeMAP
As part of our continued development, Ollie joined the company in 2007 as a trainee Investment Adviser and Ollie hopes to be fully trained by the end of the first quarter in 2008.
Ollie joined us from him previous role as a mortgage adviser and he will be able to add contingency support in this area where necessary.
John Pemberton BSc (Hons) ACA CeMAP
Financial Controller, Personnel, IT and systems development
Background
After graduation in 1990, John joined the then Halifax Building Society. In 2000 he left the position of Assistant Manager at the Crewe branch to retrain as a Chartered Accountant. After joining Cooper Taylor in 2003 John took the responsibility for developing the systems and procedures of the merging businesses of Jones Sheridan Financial Services and Cooper Taylor Financial Services.
Interests
Away from sport John enjoys most team sports playing Rugby regularly at Sandbach Rugby Club. He is also the Honorary club treasurer.
John is also interested in classical music playing the cello in a local orchestra. He is married with two childen.
Linda Woodward AFPC
Linda has passed all the Financial Planning Certificate exams and the G60 specialist pension exams.
She provides specialist paraplanning services, and advice, as well as a'helpdesk' service to the IFA's.
Linda also undertakes our compliance reviews ensuring our work meets the standards laid down buy the FSA, our regulator.
David Venn
David joined the company in 2007 as a paraplanner. He has recently completed his studies towards the FPC qualification.
David's main responsibilities include supporting the financial advisers by preparing suitability reports and building client asset portfolios depending on their attitude to risk.
Beverley Hughes
Beverley has passed all the Financial Planning Certificate exams along with the additional mortgage advice module.
After a recent promotion within the business, Beverley has moved to providing paraplanning support to the IFA's
Alex Bedford
Alex is currently studying towards FPC qualification.
Alex provides administrative support to the IFA's.
He has the specific responsibility of processing new pension business and mortgage applications.
Sarah Kinsella
Sarah is currently studying towards the FPC qualification.
Like Alex she provives general administrative services to the IFA's.
Sarah has the specific responsibility of processing new Investment and Life business.
She also ensures that IFA's are fully prepared for client review meetings.
James Bell
This is James' first role after leaving school and he is a customer services assistant, providing general administrative support.
James joined the company on 2nd January 2008.
Meet the staff
Directors
Staff
- Robert Stone
Cert PFS IFA - Gemma Waddington
CeMap Mortgage Adviser - Ollie Bridgman
Trainee IFA - John Pemberton
ACA Financial Controller - Linda Woodward
Technical Manager - David Venn
Paraplanner - Beverley Hughes
Paraplanner - Alex Bedford
IFA & Mortgage Administrator - Sarah Kinsella
IFA Administrator - James Bell
Customer Services Assistant