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Copyright 2017 - JPM Group

Meet The Team Team

Andy Bullingham

Founding Director of JPM

Andy has over 25 years experience in the General Insurance sector. A proportion of this has been dealing with affinity markets and specialist schemes. He obtained his experience in both the Insurance Company and Insurance Broking markets. He has held senior roles in a number of organisations culminating in becoming a Sales and Marketing Director.

In 2005, he established JPM with his long time colleague Andrew Windsor. He believes that his experience will allow JPM to be a rounded organisation where treating the customer fairly is at the forefront of the business.

Mike Wilson

Director JPM Worcester

Mike entered the industry in 1977 and has held a number of high profile broking directorships.

His current passion is the development of JPM’s Worcester office (the City of his birth). As an ACII and a Chartered Insurance Broker he’s a strong advocate of professionalism within the industry, believing there’s no substitute for strong technical knowledge.

Mike has a wife and two daughters, keeps healthy by “doing as he’s told” and fit by playing 5 aside football, running and visiting the gym.

Judith Wilson

Senior Account Handler

Judith is the office based face of the Worcester operation. She is an Associate of the Chartered Insurance Institute (ACII) and is a Chartered Insurance Broker in her own right. Having begun working in insurance almost 40 years ago she brings a mix of technical knowledge, breadth of experience and the desire to provide the best service possible.

It is her personal knowledge of each client and willingness to go the extra mile that provides confidence and a stress free experience for the Worcester clients.

Wes Griffiths

Business Development Consultant

Wes’ role involves establishing new relationships with commercial clients as well as maintaining and building existing client-broker relationships. He has a wide-spanning experience of dealing with commercial business but specifically focuses on the Veterinary Industry.

Away from work Wes enjoys watching and playing all sports. In particular, he is a proud representative of our local Cricket club, Halesowen C.C. having previously been first team captain.

Dan Jeavons

Trainee Business Development Consultant

Dan has recently joined the JPM General Insurance team from his previous role as a Sales Manager. His main focus is new business development and renewal business on both Commercial and Veterinary Insurance. He will be concentrating on building relationships with clients to ensure the best levels of service.

Dan has a number of hobbies and interests mainly playing Cricket which he has done from an early age.

Janine Bullingham

Senior Accounts Clerk

Janine has over 27 years of accounts experience, 10 years of those with JPM. Not only does Janine ensure that the General Insurers accounts are in order but her biggest task of all is ensuring that both directors (one being her husband) are kept in line too!

In her spare time Janine is the Child Welfare Officer of her local football team “Stourbridge FC” giving support to the 23 junior teams that represent the club. When not at the club Janine enjoys dining and socialising with her grown up family.

Vicki Meese

Commercial Account Handler

Vicki has been with JPM since January 2016, having previously worked for QBE, Towergate and Legal & General. She handles a range of commercial insurances with a main focus on veterinary practices, and also assists with personal lines business. She is Cert CII qualified & is keen to continue her studies.

Adele Hall

Senior Claims Handler

Adele joined JPM as the Claims Manager having previously worked for seven years as a claims team leader for a large insurance company. Her role is to deal with and oversee our client’s claims, ensuring they are dealt with quickly and efficiently with the best possible outcome for the client and with minimum inconvenience.

Sarah Potter

Trainee Commercial Account Handler

Sarah joined JPM as a Trainee Account Handler in January 2016 and deals with SME business including Property Owners and connected Personal Lines insurance. She is a highly motivated individual who believes in always putting the customer first.

Andrew Windsor

Founding Director of JPM

With 18 years experience in the industry behind him, Andrew decided with his business partner to set up JPM, this was back in 2005.

Andrew heads up the Financial Services team, which has grown from two people in the beginning to its current level of twelve. He specialises in pre and post retirement planning and also commercial property via pension schemes.

 

Gareth Rees Smith

Director of JPM Pensions

Gareth joined in 2013 to Head up the Corporate Pensions team. Prior to joining JPM, Gareth had built up vast knowledge and experience over a 25 year career working for major employee benefit consultancies such as PWC and KPMG dealing with a wide variety of businesses both in terms of size and style.

Outside work Gareth will generally play or watch as much sport as his body, family or other commitments will allow him.

Matt Petrie

Certified Financial Planner

Matthew joined the JPM Financial Services team in 2009. Having previously worked in the banking industry for Halifax, Matthew obtained his Financial Planning qualifications whilst working for Britannic Assurance before working at an IFA practice in Birmingham for 13 years. Matthew has achieved the Diploma in Regulated Financial Planning which is the benchmark qualification for Financial Advisors in addition to being a fully qualified Mortgage Advisor.

Away from work Matt is keen on a variety of sports including (but not limited to) long distance running, open water swimming, obstacle/endurance races and martial arts. His goal for this year is to swim from Alcatraz for charity.

Nicky Young

Office Manager

Nicky has been with JPM from the beginning in January 2006. She now has 29 years experience in the Financial Services industry, having worked for a well known Insurance company for a number of years in an IFA support role and also another Independent Financial Adviser. Her role as Office Manager also encompasses the management of the Financial Services team as well as Personal Assistant to the Directors.

Nicky’s hobbies and interests are anything Vintage, Cars and her two crazy boxer dogs.

Annie Hague-Ling

Customer Relations & Marketing Coordinator

Annie has been with JPM since November 2016. Having previously spent 14 years at a leading Banking Institution she has a wealth of experience in managing customer relationships. Following the birth of her son, Annie joined JPM to assist on the Financial Services Team.

Annie’s hobbies and interests are anything that involves socialising and music.

Stuart Preece

Certified Financial Planner

Stuart is part of our client facing team. He has over 30 years industry experience and began work with the Bank of England and The City Treasurers before moving to Legal and General. He became an Independent Financial Adviser some years ago and joined JPM in 2008. He has many professional qualifications, including a Specialist Pensions qualification. His client philosophy is to treat clients as he would like to be treated.

Lisa Walker

Senior Pensions Administrator

Lisa joined the Corporate Pensions Team in April 2014 as Senior Administrator. Lisa has over 25 years’ experience working in the industry having joined what is now Aviva from school and more recently worked in a support role for another firm of Independent Financial advisers.

David Waldron

Certified Financial Planner

Following university, David has built up over 15 years of Financial Services experience in the banking sector reaching Senior Advisor status. He joined JPM in September 2012 as an IFA and now spends the majority of his time working within the Corporate Pensions Team as well as continuing to provide individual advice.

Away from work, David is married to Deb with two children, George and Elizabeth. His main hobby is golf, currently playing off 6 and finally, he is a lifelong Liverpool fan.

Stephanie Jones

Personal Assistant & Wrap Platform Supervisor

Stephanie has been with JPM since 2009 and has been working in the Financial Services sector for over 8 years. Her primary role within the company is the administration of our WRAP Platforms and providing support to the Financial Advisers.

Ria Vanes

Personal Assistant & Corporate Protection Coordinator

Ria joined JPM in January 2016, she is qualified to Level 3 in Financial Advisory and Planning and is progressing her studies further by currently completing a Diploma in Financial Advisory. Ria is able is support our customers and the financial team in many aspects of the financial industry with a particular focus on Private Medical Insurance.

Rebecca Beddington

Personal Assistant

Beckie began working in the Insurance Industry straight from school. She worked for a well known Insurance company in various departments, before moving to a role within their Life & Pensions team. She later moved on to join a local Independent Financial Advisers for a number of years in a support role before joining JPM in late 2010 as an administrator in the Financial Services team.

Karen White

Pensions Administrations Manager

Karen is FPC qualified and has been working within the Independent Financial Sector for over 25 years, joining JPM in 2007. Her primary role is Group Pensions Manager where Karen is responsible for the day to day running of the Auto Enrolment Team and delivery of services to clients.

Karen has volunteered as a Brownie Leader for over 20 years. In any of her spare time (with 3 teenage daughters) she enjoys socialising with family and friends.

ADDRESS

Head Office:
JPM House | Coombs Wood Court | Steel Park Road
Halesowen | West Midlands | United Kingdom | B62 8BF
Worcester:
JPM House | 3 The Avenue | The Cross
Worcester | WR1 3QA

Tel: 0121 270 4800
Fax: 0121 270 4801

This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

 

JBW (Halesowen) Ltd T/A JPM is authorised and regulated by the Financial Conduct Authority (FCA) 445837.