Meet the Team

Chris initially started his career with UBS before joining Adam at Dragonfly and subsequently Jarrovian. Chris works with like-minded people, seeking to help them grow not just financially but holistically by acting as a mentor and lifestyle coach. He believes this helps build long term, trusted relationships with his clients.

Chris is a director of our Wealth business.

Chris spends as much of his spare time as possible with his wife Jo and their two boys, going on holiday whenever feasible. From time to time he manages to get out on the golf course although his handicap seems particularly resistant to change!

James’ career started with a specialist pensioneer trustee, before qualifying and moving to Clydesdale Bank Private Wealth Management. When Clydesdale decided to close their wealth management business, James’ strong sense of duty towards his clients ensured they were not left without the guidance they required. CFWM was created, reflecting James’ client-centric ethics and principles. After much due diligence, James and CFWM found in Jarrovian a business with shared cultural values, and the two businesses merged.

James focuses on financial life planning for entrepreneurs and mapping out what life holds after work tapers off or ceases altogether.

James is a director of the Wealth business.

James and Louisa have two children. When not being a taxi driver Dad, he somehow finds time to follow Spurs, go to the gym and fit in as many gigs as possible. Being foodies, James and Louisa have a restaurant list they are slowly attempting to tick off.

One of the original founders of Jarrovian Wealth, Graeme now focuses on helping fellow entrepreneurs use all of the levers at their disposal to accelerate the growth rate of their business and to maximise the efficiency of their profit extraction, transition or exit.

In addition to this he advises clients on how to financially plan and maximise their philanthropic impact.

Outside of Jarrovian, Graeme is the trustee of two charities, a director of a brand placement consultancy as well as being on the board of AFC Wimbledon.

Prior to moving to the financial planning sector, Dave spent 35 years at HSBC in a variety of roles. He is our Senior Compliance Manager, working closely with our external compliance support and partner companies to ensure that our rigorous standards of advice are not only maintained, but improved where possible.

At Jarrovian Dave sits on the Risk Committee and ensures that everyone’s continuing professional development is relevant and up to date.

In his leisure time, Dave enjoys travelling , particularly within the UK, and is a keen follower of both Queens Park Rangers FC and Yorkshire County Cricket Club.

Gerry’s career started with Prudential before moving to Teachers Assurance, running a team that covered the south of England. In 2001 Gerry joined a family run firm in Surrey. As his client numbers continued to grow from his clients’ recommendations, Gerry wanted to expand the offerings available to his clients in a more progressive business and found Jarrovian fit his requirements.

Gerry’s focus is on planning for entrepreneurs and those seeking to define what retirement means to them.

At Jarrovian, Gerry sits on the Sales & Marketing Committee with a particular focus on business development with professional connections.

For relaxation Gerry enjoys watching cricket, especially Test cricket, reading science fiction, and spending time with his wife Lesley in Devon, by the sea.

Diana’s career in financial services started at Bacon & Woodrow, which developed her knowledge and experience within the pensions sphere, leading to her promotion to team leader supporting the financial planning consultants. Diana started working with James in 2014 to help manage the growth of the business, and subsequently moving with James to Jarrovian.

Diana is married to Richard and they have three children. Most weekends see Diana on the sideline of a football pitch somewhere cheering on her son and daughter. Diana tries to keep fit in her spare time and loves socialising with friends over a glass of wine or two! She also loves her holidays!

After graduating with a Business Management degree, Robin started his career working as a Relationship Manager for Lloyds Bank in Hertfordshire. Robin then joined James at CFWM, before moving across to Jarrovian. He continues to seek professional development in his career, working towards further exam successes.

Robin thrives on client interaction and is always seeking ways to ensure that they receive the best possible service.

Robin is married to Carolina. They love travelling to visit new places, with the Caribbean being a favourite. In his spare time, Robin likes to cycle to keep fit and is a season ticket holder at Spurs.

Kim’s career started within the legal sphere, first working for the Magistrates’ Court Service in the North East, before moving to London to become a legal secretary, gaining invaluable experience as PA to the senior partner of a large law firm in Hertfordshire.

Kim began working with James and the rest of the St Albans team in 2015, subsequently coming across to Jarrovian when the two businesses merged.

Having started her journey within Financial Services when 21 as an office junior, Rosy quickly moved over into the Risk & Legal Team for a little while then undertook a position back in a Financial Planning firm and achieved the Level 3 Award in Financial Administration. Rosy spent 5 and a half years before having her first son and swiftly onto her second son.

Rosy was thrilled to restart her career in financial services and be part of the exciting journey that Jarrovian is on. Rosy intends to continue her studies to gain further knowledge and understanding of products and the financial services world.

In her spare time Rosy and her family enjoy going for walks, especially in the woods, and occasionally getting slightly lost, as well as going for little bike rides.

Claire has many years’ experience in office management and financial administration, having worked within both financial services and the charity sector. She is a highly organised accomplished bookkeeper and a huge fan of a good trial balance and a well-constructed spreadsheet!

Outside of work, Claire is a whirlwind of activity, being the Treasurer and Trustee of the Barbican Playgroup and the founding chair and now trustee of the Friends of the Guildhall Art Gallery.

Claire loves walking, yoga, spending time with her three daughters and three grandchildren, drinking wine, and eating out with friends. She’s also determined one day to pass her grade five piano exam!

Julie started out as a tax officer with HMRC, before moving into an advisory role within the tax department of a chartered accountancy firm. Her interest in the financial planning sector began when she assisted with the setup of a subsidiary financial advisory service, resulting in her career-changing course where she now specialises in the personal tax and trust arena. Julie’s passionate advocacy for the use of trusts in providing workable tax and estate planning solutions that can be explained in simple terms is second to none.

Julie is the Director of our Trust and Estate Services business.

Outside of work, Julie enjoys travelling, food, drink, and good company.