Experience and knowledge

Our team has a wealth of experience in financial planning. Gained through years of experience, they can provide you with the right advice from across the financial landscape to ensure your financial framework works as hard as possible for you. Below you can find out more about our leadership team.

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Simon Jones APFS EFPA

Managing Director

Chartered Financial Planner

Chartered MCSI


Simon Jones has worked in the financial services sector for his entire career, spanning over 30 years.  He has been the CEO of his own business, which was bought by Towergate in 2008, as well as holding Head of Corporate and National Account Director roles after the sale. Simon is a highly qualified adviser and continues to expand his knowledge through a programme of examinations and qualifications. He provides expertise and professional advice to all his clients.

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Nick Davis

Head of Research and Paraplanning

Nick has worked in Financial Services since 2003, starting in retail banking before moving into private wealth management in 2005. Since then Nick has worked in most parts of the wealth management industry, mainly specialising in research and investments, both directly managing client portfolios and helping independent IFA firms around the country to build and implement compliant investment propositions. Nick also spent 2 years working as a Wealth Manager in the offshore market, in Barcelona. 

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William Young

Professional Financial Adviser

William Young is one of our advisers, but that doesn’t quite do him justice. He is highly qualified, being both a Professional Financial Adviser and a Chartered Banker. He has over 30 years of experience providing financial advice to all types of clients. Throughout his career he has held management positions and has regularly trained other advisers. He provides holistic advice to his clients across the full spectrum of financial planning and prides himself on offering a highly personalised service to each and every one of his clients. William is based in our Weybridge office and away from work, enjoys travel and cooking.

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Chris Hughes (DipFA)
Head of Operations
Independent Financial Adviser

Chris is one of our Financial Advisers. He joined Financial Framework Wealth & Estate Planning Ltd with 4 years’ industry experience. He began his financial services career with a small boutique IFA. At the start of 2018 Chris moved to a national IFA. Prior to this Chris was a Professional golfer, having completed his PGA course in 2007 Chris is still a keen golfer and member of the Ilkley Golf Club.


Gillian Yates
Independent Financial Adviser

Gillian Yates is a Chartered Financial Planner, and has spent nearly 30 years providing holistic financial planning advice to both private clients and corporates. She builds long term relationships with her clients, and prides herself in making sure they receive the very best advice, tailored to their needs. Gillian has a huge amount of experience across all aspects of financial planning, but specialises in pension, investment and inheritance tax advice. Her job satisfaction comes from making her clients’ lives better. Gillian is based at the Weybridge office. Outside work, amongst other things, Gillian is a keen hiker, a member of a choir and loves to travel.

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David Armitage
Independent Financial Adviser

David originally worked in retail before switching to the finance industry. He began his financial services career with Pearl Assurance, progressing to Area Manager before becoming an independent adviser with M. S. Financial Services in 2002. Following the retirement of Mike Smith, owner of M. S. Financial Services, the company has been acquired by Financial Framework Wealth and Estate Planning. In his spare time, David enjoys playing golf, watching sport that (his words) he is now too old or unskilled to take part in. As well as spending time with his ever-growing family.

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Jonathan Hirst Dip PFS
Senior Paraplanner

Independent Financial Adviser

Jonathan has worked in the financial services industry for over 20 years. He has expertise across many areas of financial planning, having provided holistic financial planning advice to clients, through both small financial services practices as well as with a national IFA.  As well as experience in both paraplanning and advising, Jonathan managed the in house investment platform for a national IFA for several years, providing training and support to advisers to accrue over £180m in assets under management.  In his spare time, Jonathan takes part in amateur dramatics, and is a keen supporter of Bradford City Football Club.

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Bob Massey DipPFS TEP
Independent Financial Adviser

Bob started his career as a Financial Adviser with Legal and General in 1983 and subsequently became the youngest ever Branch Manager for L&G at the age of 29. At 35 he started his own successful Independent Financial Adviser firm selling this in 2003.  Throughout his career, Bob has continued to work with and advise clients directly, developing knowledge and strategy to help build and protect wealth.  He continues to work as an IFA and a Practising Trust and Estate Practitioner (TEP) and believes in building a trusted relationship with his clients and their families, working through the generations.

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Cheryl Ormrod
Head of Administration and Finance

Cheryl started her career with an Insurance Broker where she spent ten years dealing with personal lines and commercial insurance before moving into financial services in 1993. Her roles have included supporting advisers with private clients and looking after group schemes for corporate clients. She has worked with small family-run firms, boutique high net worth advisers and a large national firm. She was also the Pensions Officer for a large, national Charity. A bit of a perfectionist but she cares deeply about the work she does. Away from the office she enjoys spending time with her family, long walks with her dog and baking cakes.

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Ryan Jack

Financial Planning Support

Ryan provides Financial Planning Support at Financial Framework. Ryan has worked in Financial Services since 2006, initially working for First Direct bank. Later he moved into a Financial Planning Support role within HSBC before moving to Towergate Financial in 2011. At Towergate Financial (Later Wren Sterling) he worked in a support role, where he offered help and support to advisers with their administration & annual client reviews.  


JP Haywood (DipFA)
Trainee Financial Adviser

JP began her career as a registered scientist, after completing her degree in Biochemistry. After the birth of her twin daughters, she retrained in finance. Outside of work she enjoys spending time with her family, exploring new parts of the world or escaping to the ski slopes!

Edward Cartwright
Administration & Financial Planning Support

After previously qualifying as both a Chartered Surveyor and a PGA golf professional, Ed has now joined the Financial Framework team to embark on a new career in financial services. 


He provides administration support and assists advisers with client reports.  In his spare time, he is still an avid golfer and also an enthusiastic acoustic guitar player.


Jason Connon
Managing Director
Financial Framework Insurance

Jason has 20 years’ experience in Private Client & Commercial insurance, and previously worked at Zurich Insurance in a variety of underwriting and claims roles.   He’s an Associate of the Chartered Insurance Institute (ACII) and lives in Surrey with his young family.

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Drew Wotherspoon

Director of Marketing

Drew Wotherspoon has worked in marketing roles for over 20 years, many of which have been with leading financial services businesses. These include John Charcol and Towergate. He has a broad range of leadership and commercial experience skills that allow him to operate outside a pure marketing role.  However, he is equally at home in “sleeves up” roles, that require high levels of doing, as the more strategic, commercial positions that provide direction and longer term vision.  And he likes words.  A lot.

Our Brand Ambassador

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Francesca Jones

Francesca is 20 years old and a professional tennis player who is currently fast approaching the world's top 150. She is ranked 4th in the UK. She enjoyed a successful career in junior competitions, winning five International Tennis Federation tournaments and achieving a career high junior ranking of 31st in the world.


But this only tells a small part of Francesca’s story. Francesca has achieved all this despite having a rare genetic condition, Ectrodactyly Ectodermal Dysplasia (EED). She was born with a thumb and three fingers on each hand and only seven toes.


From a young age, doctors told her to forget her dream of becoming a professional player. But that has always just acted as a catalyst to Francesca. She has since spent her life proving people wrong. And in some style.


We are proud to have such a courageous and talented individual as our brand ambassador and we look forward to seeing everything she can achieve in the coming years. 

Francesca has recently qualified for the Australian Open, after storming through the qualifying tournament held in Dubai. Her performance has led to significant interest in the media and you can find some of these stories below.

More about Francesca

From Sky Sports

Francesca Jones overcomes the odds to reach Australian Open main draw

From BBC

Australian Open: Francesca Jones qualifies for first Grand Slam tournament

From the Guardian

Francesca Jones: 'I want to achieve big things and inspire younger kids'