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.
Simon Jones APFS EFPA
Chartered Financial Planner
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.
Business Development and Financial Planning Support
Chris is one of our Financial Planners. 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.
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.
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.
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.
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.
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
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.