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.
Rob Jackson Dip PFS AIFP
Independent Financial Adviser
Background
Originally from Crewe, Rob joined the Midland Bank after leaving school. He joined the Prudential in 1998 and later worked for the Halifax as a client adviser. He became an IFA in 1998 and since 2001 has worked in the Staffordshire area.
Rob holds Advanced Level qualifications in Taxation, Retirement Planning, Pension Investment Planning, Equity Release and Home Reversion schemes. He holds the advanced Financial Planning Certificate and is an Associate of the Institute of Financial Planning. Rob specialises in Pensions, Investments and Inheritance tax planning. He is also hoping to achieve Chartered status in the next 2 years.
Interests
Outside of Rob enjoys spending time with his family and plays football and golf.
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.
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.
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
Meet the staff
Directors
- David Williams
Cert PFS - Andrew Beattie
Cert PFS - Richard Griffith
Cert PFS - Stuart Banks
FCA - John Pemberton
ACA