JAMES WEIR FINANCIAL SERVICES - Key Persons
Job Titles:
- Mortgage and Protection Adviser
Brendan has been in the industry for over 25 years and was instrumental in starting JWFS with Steve back in 1997. Brendan covers all aspects of financial planning, including Investments, Pensions and Mortgages to a long standing group of clients.
In his spare time, Brendan enjoys walking his dog Bo, cooking and following his beloved Liverpool FC.
Debbie has worked within financial services for 30 years completing various pension administration roles for the likes of PricewaterhouseCoopers and Atkins. She joined JWFS in May 2015 to support the ongoing servicing of our increasing client base and funds under management.
Debbie enjoys reading and walking with her husband as well as going out with friends.
Job Titles:
- Practice Financial Adviser
Ed joined JWFS in 2013 having worked in the Financial Services industry for 15 years as a Business Development Manager for some of our current product providers. Ed is fully qualified to advise on all aspects of financial planning, is our in-house Equity Release specialist and utilises Cash Flow Modelling to help clients understand their finances.
Ed loves adventure holidays, most recently to Antarctica and enjoys spinning.
Job Titles:
- Practice Financial Adviser
Having recently qualified as a financial adviser, Harry is now developing his portfolio of clients from within the practice.
Harry enjoys rugby, football, F1, going out with friends and going to the gym.
T-J has worked in the financial services industry since leaving school in 1989. Her previous role involved compliance and business development before joining JWFS in 2007 and she provides support not only to the adviser, but our many clients particularly within the Wealth Management arena.
Laura comes from a customer service and retail administration background, and joined JWFS shortly after graduating from university as a mature student. She provides administrative support to the advisors, as well as ad-hoc office duties.
In her spare time, Laura enjoys reading, going to the theatre, spending time with her family, and walking her German Shepherd.
T-J has worked in the financial services industry since leaving school in 1989. Her previous role involved compliance and business development before joining JWFS in 2007 and she provides support not only to the adviser, but our many clients particularly within the Wealth Management arena.
Maria has been with JWFS for over 13 years and runs the mortgage administration side of the business. She has a wealth of experience and knowledge of mortgage lenders requirements and processes and provides invaluable support both to the advisers and our clients.
Maria loves to walk her dog Oakie and go to the gym when she's not busy looking after her family.
Job Titles:
- Mortgage and Protection Adviser
Sophia joined JWFS in 2019, having come from a property background as a Sales Manager for a local estate agency. Sophia is fully qualified to advise on mortgages and life insurance and enjoys building long-standing relationships with clients.
In her spare time, Sophia enjoys walking, gardening and loves watching home-makeover shows.
Stephen began in the industry in the 80's, initially in banking. He started JWFS with Brendan in 1997 and, with an abundance of experience, Steve has enjoyed working with clients over many years particularly on the Wealth Management aspect of financial planning.
Hobbies include golf, walking his dogs, spending time with his family and steeling himself occasionally to look at the results of Aston Villa FC!