OUR PEOPLE
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
Chief Executive Officer
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.
Adele Jones DipFA MLIBF
Chief Financial Officer
Head of Private Clients
Adele has spent the last 30 years working in financial services. She specialises in helping clients with complex planning requirements and family business structures, with expertise in succession and tax planning. Adele regularly works with a number of legal specialists and accountants to help her achieve her clients’ objectives. Client relationships are of the utmost importance to Adele as she guides her clients and their families throughout their lifetimes. She holds an extensive knowledge in business management and financial diligence and often advises clients in respect of their corporate structure and development.
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.
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.
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.
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.
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.
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.
Nick Minto FCSI FPFS
Independent Financial Adviser
Nick is a Chartered Financial Planner and Chartered FCSI. He also holds the STEP certificate for financial services - trusts and estate planning. Nick has worked in financial services for over 30 years, working for major household providers including AXA and Standard Life. Most recently Nick worked for a national wealth management company. With his experience and knowledge Nick has been brought in to help develop the North-of England, focussing on providing high quality advice, helping clients achieve their financial objectives.
JP Haywood (DipFA)
Independent Financial Adviser
JP began her career as a registered scientist, after completing her BSC degree in Biochemistry. After the birth of her twin daughters, she retrained in finance. She now provides financial advice across a range of products to our clients. JP is also currently working towards becoming a Chartered Financial Planner. Outside of work she enjoys spending time with her family, exploring new parts of the world or escaping to the ski slopes!
Mark Ralph (DipPFS)
Independent Financial Adviser
Mark started working for an independent Financial Adviser in 1999, starting off in an administrative role, before working up to become an Independent Financial Adviser. He has worked for three Independent financial advisers and has over 20 years of experience. Mark provides financial advice across a range of products to his clients and is currently working towards becoming a Chartered Financial Planner. Outside of work he enjoys spending time with my family and time in the gym.
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.
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.
Edward Cartwright BSc (Hons)
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.
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
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.