A brief outline of what your business does:

Jobson James Financial Services Ltd, is a Chartered Firm of Financial Planners and was formed in 1993. We have since grown in both size and reputation to become a leading Wealth Management Company in the Midlands region and in May 2011, we became part of Charles Stanley Group Plc.

The acquisition of Jobson James by Charles Stanley brings together two successful businesses with complementary skills, which will strengthen the proposition of both companies in providing Corporate and Private Client Financial Planning as well as providing additional services such as Discretionary Fund Management, Stockbroking, SIPPs and Fund Management to our clients. 

Charles Stanley is one of the largest independently owned Stockbroking and Financial Services businesses in Britain, delivering financial services to clients both personally and corporately. As a member of the London Stock Exchange since 1852, Charles Stanley is also one of the longest established UK Brokers, and currently has £14.5 billion of funds under management. 

Becoming part of the Charles Stanley Group greatly increases the range of services that we are able to offer our clients, however, our core proposition remains the same and our personal service remains geared towards both Private and Corporate Clients to whom we provide Independent Financial Planning advice on an ongoing basis. The key areas that we cover are as follows: - 

We have also developed expertise in specialist niche areas, such as Venture Capital Trusts, Enterprise Investment Schemes, Property Purchases via SIPPs, Business Exit Strategies and Offshore investment.

What makes you different to other similar companies? 

We are recognised experts in the complex field of Financial Planning. 

We are enthusiastic about our work and the benefits and value that we can deliver to our clients.

We have a progressive attitude towards ongoing professional development and we employ the very latest technology to ensure that our clients always receive the very best independent advice.

Key to success: 

Have a plan – Set a timeline – Work hard – Enjoy yourself!

Personal Information:

Married to Nicola and have one little bundle of fun! Hobbies include Mountain Biking, Mountaineering/Scrambling (Recently completed the 3 Peaks Challenge). Also play 1st XV Rugby for Lichfield.

Burning Desire:

Achieve my business goals and to Trek the Incan Trails.

Referrals that you’re looking for:

At present we are helping a lot of businesses prepare for the changes to the Corporate Pension sector with the introduction of the National Employment Savings Trust (NEST). We are helping companies understand how the changes will impact on them, what the cost implications are and ensuring that they are compliant with all future legislation.

I would therefore like to speak to other companies on this matter, particularly in the SME market place, and would welcome introductions to Business owners, Financial Directors or HR Managers.

Private Clients – Pension Planning, Investment Planning, Protection, IHT Planning, Tax Planning, Retirement Options.

Corporate Clients – Employee Benefits Solutions – Group Pensions, Group Protection, Flex Benefits, Keyman Assurance/Shareholder Protection, Director Pension Schemes

What has BNI done for you/your business: -

Aside from the business that has been referred to me via the Sunrise Chapter, BNI has provided me with a weekly forum with my other chapter members, who have a wealth of business experience, and are more than happy to provide me with their thoughts and ideas.