Our Staff

Steve is company director, as a Chartered Financial Planner he is suitably qualified to deal with most client situations.

After 10 years in the financial industry Steve set up Jones Financial Planning with the help of partner Sarah.

Previous employers would include Woolwich & Barclays Independent, where he worked within Premier, Corporate and retail divisions.

Steve’s partner, Sarah is company secretary. Her role involves customer service, accounts and back office system administration with the help of Tracy Daines. Before joining Jones Financial Planning Sarah was a Marketing Manager.

Sarah enjoys fitness and music when not at work.

Barry advises our clients on lending, mortgage and protection solutions. Barry has around 18 years industry experience in all areas and markets.

Previous employers would include Co-Operative Insurance and Countrywide, where he served clients as an adviser.

Charles joined Jones Financial Planning in 2008.

His hobbies include Football, Fitness and Skiing, he is contacted at: charles@jonesfp.com