Our Advisors


07976 292030

About Jim


Financial Planning Consultant

Jim has been involved in financial services for more than 30 years and started his own business in 1989. Away from business, Jim is kept very busy with his family and following his favourite sports. He is member at Royal Birkdale Golf Club and loves to Ski. Jim still turns out for Liverpool Ramblers FC and is a passionate Watford FC fan … and of course there is only one Paul Weller!


07710 545267

About Simon

Mortgage & Protection Specialist

Simon is married to Linda and has a grown up son, James. He has been in financial services since 1989. A former golf professional, who is now a member at Hesketh Golf Club. When not found on the golf course, he can be found fell walking in the Lake District. Simon is a member of the Wainwright Society, and also a heavy rock enthusiast!


07808 348058

About Bob

FCIB Dip PFS Certs CII (MP & ER)

Financial Planning Consultant

Bob is the elder statesman of the team. He is married to Margaret with a grown up family. He has been in financial services since 1972 including 20 years as a Bank Manager. Bob was a very keen sportsman in his youth, although this is now mainly restricted to that of a spectator! Bob is also an avid history buff, and would you believe another Watford FC football fan!



07950 474360

About Paul

Mortgage & Protection Specialist

Paul started his career in the banking sector before moving in to financial services in 1996. Away from the office, Paul is a member of Formby Golf Club and regularly plays the links with his three teenage boys. As well as managing a local youth football team, Paul is a Liverpool fan, attending the game as and when he is able. He is married to Nichola whose passion for interior design means that Paul is never too far away from a paint-brush!


About James

Mortgage & Protection Specialist

James started his career in Financial Services in 2014. Away from the office, you will find James at Hesketh Golf Club, where he has been a member for over 10 years. James has obtained his CeMap qualification and is currently continuing his studies in Financial Services as his long term goal is to achieve Chartered status. He also enjoys family weekends away with his partner Lizzie and her daughter Eva.



About Warren


Financial Planning Consultant

Warren has been involved in Financial Services for over 30 years, having worked for some of the major banks and building societies in various roles. Warren is married to Sam and has three daughters, so is totally outnumbered at home! His passions include travel, walking and Liverpool FC.


Support Team


About Stephanie

Mortgage Manager


About Rachel

Personal Assistant


About Claudia

Business Support


About Louise

Business Support


About Nina

Business Support

Want to know more?

Call us for a friendly chat on 01704 500909 or email: admin@jbassoc.co.uk