Andrew Windsor
Founding Director of JPM
Andrew and his business partner Andy Bullingham set up JPM back in 2005 as an Independent financial Advisers and General Insurance brokers, after already having spent a number of years in the industry.
Andrew now heads up the Financial Services company JPM Insurance Advisers Ltd, which has gone from strength to strength. Andrew specialises in pre and post retirement planning and also commercial property via pension schemes.
David Waldron
Certified Financial Planner
Following university, David has built up 25 years of Financial Services experience that started in the banking sector reaching Senior Adviser 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 has two children, George and Elizabeth. His main hobby is golf, currently playing off 3 and finally, he is a lifelong Liverpool fan.
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 Advisers in addition to being a fully qualified Mortgage Adviser.
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.
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.
Nicola Nicholls
Office Manager
Nicola has been with JPM since the company formed in December 2005. Having worked for a well-known Insurance company for a number of years in an IFA support role and also another Independent Financial Adviser, she now has over 30 years of experience in the Financial Services industry. Her role as Office Manager encompasses not only Personal Assistant to the Director and the management the Financial Services team but Compliance for the firm as well.
Josh Sharp
Paraplanner
Josh has worked at JPM since 2021 and has 10 years’ experience in the Financial Services industry. He is a paraplanner who works alongside Andrew Windsor and Matthew Petrie. Josh is diploma qualified and is currently studying towards Chartered status.
Outside of work, most of his time is taken up by his young daughter. Josh also follows a variety of sports, including football and boxing and is a season ticket holder at Birmingham City.
Karen White
Pensions Administrations Manager
Karen is FPC qualified and has been working within the Independent Financial Sector for over 30 years, joining JPM in 2007. Her primary role is Group Pensions and Employee Benefits Manager where Karen is responsible for the day to day running of the Auto Enrolment Team and delivery of services to clients.
Sam Richards
Financial Services Administrator
Sam joined JPM in 2018 after graduating from Aberystwyth University. He deals with all aspects of administration for the Financial Services department and is currently studying for his CII qualifications.
Outside of work, Sam follows a wide variety of sports, including cricket, rugby and football and is a keen supporter of Southampton.
Chloe Preston
Financial Services Administrator
Chloe is the newest member of staff in the financial services department and joined in November 2022 after studying A levels. Her main role is working in administration, but she has recently been trained in dealing with the Group Healthcare part of the company. In her spare time, Chloe enjoys socialising with friends, going out for nice food and shopping.
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