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. 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.

Sean Cashman joined Jones Financial Planning in 2010. He brings years of experience within the investment and pensions industry, having a previous senior position with a major UK bank.

Sean enjoys rugby, sport and spending time with his family.

Charles advises our clients on mortgage and protection solutions. Charles joined the company in 2008 and is a fully qualified independent mortgage and life adviser working towards the full financial advisory status.

Charles has the ability and knowledge of how to overcome common problems such as keeping a tight budget and adverse credit lending, previously worked in estate agency and has knowledge of that field so is able to interact well with estate agents to ensure a smooth and steady new home purchasing.

Charles enjoys football, cycling, skiing, wakeboarding and all forms of fitness.

Clive has been an Independent Financial Adviser since 1998, but has been in the industry most of his working life. He has been keen to improve his professional standing in the industry and has taken many additional Chartered Insurance Institute examinations and attained the Advanced Financial Planning Certificate.

Clive joined Jones Financial Planning in 2011, especially as the firm is committed to first class customer advice and service, which he himself knows is a must.

Rachael joined Jones Financial Planning in January 2011 after taking her A-Levels. Her position within the company is the Client Service Adviser and outside of work her hobbies include eventing and skiing.

She can be contacted on 01502 538539 or rachael@jonesfp.com