Susan has worked in financial services since 1996 and over the years has gained a wealth of
experience and now specialises in pre and post retirement planning.
During that period Susan has studied with the Open University obtaining a BA Hons in 2009 and Level 5 Diploma in Performance Coaching with EDI in 2014.
In November 2012, Susan obtained the Level 4 Diploma for Financial Adviser. In January 2016 Susan passed the Level 6 award in Pension Transfers and is now the firms Pension Specialist and is currently in the process of completing her studying towards being a chartered financial adviser with her goal of obtaining the Advanced Diploma by the end of 2017.
Susan lives in Llanelli, South Wales with her husband, daughter and dog. She is passionate about helping people within the community and enjoys baking, and keeping fit.
Here is a list of Susan’s current qualifications;
• Level 4 Diploma in Financial Advice
• Level 5 Diploma in Performance Coaching
• Level 6 Award in Pension Transfers
• Level 6 Taxation & Trusts
• BA (Hons)Youth & Childhood Development
Click here to view Susan’s LinkedIn Profile.
Paul has worked in Financial Services since 1994. He started at Pearl Assurance after completing his degree in Computer
Systems Engineering and spending a year living and working in Germany. He then worked as an adviser at Lloyds Bank
and has been an Independent Financial Adviser since 2004.
Paul specialises in long term care and trust/investment planning.
In October 2010, Paul obtained the Level 4 Diploma for Financial Advisers. In June 2014 Paul passed the Level 6 Advanced Diploma For Financial Advisers and has gained Chartered membership of The London Institute of Banking & Finance.
Paul lives near Neath with his wife Sally, two children, two dogs, two cats and coco the parrot. He enjoys spending time with his family, playing squash, badminton, swimming, walking the dogs and skiing.
Here is a list of Paul’s qualifications:
• Level 6 Advanced Diploma for Financial Advisers
• Level 6 Award in Pension Transfers
• Level 4 Diploma for Financial Advisers
• Associate Member for the Society of Later Life Advisers (SOLLA)
• Certificate in Equity Release
• Certificate in Long Term Care
• Certificate in Mortgage Advice and Practice
• BEng (Hons) Computer Systems Engineering
Stephen has 3 years’ experience working in the financial services industry after graduating from Loughborough University. He has worked with two other established IFA companies located in South Wales and has now joined the JM wealth team.
Stephen`s role involves both formulating professional connections and improving existing business relationships to create a dynamic and pro- active professional services offering.
Stephen also operates as an adviser for the company in the areas of mortgages and protection and he also assists with Para planning for other advisers operating within the firm.
Stephen currently holds the level 4 diploma with the Chartered insurance institute as well as the Mortgage and Equity release qualifications and his next goal is to reach Chartered status.
Stephen is a keen sportsman and enjoys playing football at the weekends. He also enjoys the occasional game of golf, however by his own admission any challenger should commit to a summer month preferably with clear skies and be prepared to lend some golf balls as his tee shots are often erratic.
“having had dealings with Paul Morris, a director of JM Wealth, for over five years, I have experienced their professional, unbiased advice and guidance on a wide range of financial issues and investment opportunities that have proved to be both accurate and effective – I would recommend their services without hesitation”
Jan B (Neath)