Our highly skilled and experienced team finds effective ways to meet all your financial needs from pensions and investments to protection and tax. Working together we create a secure financial future for you and your family.
Over the years, Graeme has gained a broad spectrum of knowledge within the financial services sector across a variety of roles, including accountancy, Wealth Management, Financial Planning and major UK life companies.
Graeme’s qualifications include Chartered Financial Planner, Private Client Investment Management, Certified Financial Planner, Investment Management Certificate and BA Politics and International Studies.
Graeme joined UBS Wealth Management, heading up their intermediary offering. He uses the knowledge he has acquired to help fellow entrepreneurs understand how to use all of the levers they have at their disposal to accelerate the growth rate of their businesses, so that these businesses not only survive but thrive and flourish.
At Jarrovian Wealth, Graeme is responsible for managing the business. Graeme is a member of the investment committee and has responsibility for implementing Jarrovian Wealth’s strategic direction.
When not working Graeme can often be found on a course, with Cheltenham and Ascot being particular favourites, or at St. James Park, hoping that one day the boat will come in for Newcastle.
Adam has spent most of his life working in the financial services industry, starting at Barclays in 1984. Since then Adam has managed his own business, Dragonfly Planning, before merging his firm with Kubera Wealth 4 years ago. Adam focuses on assisting families achieve their Goals and Objectives, and providing services delivering Wealth Preservation & Management, Risk Mitigation and associated services. Adam works alongside other professionals and Investment Institutions, providing perspective, clarity, reassurance and education where appropriate acting as the gatekeeper to our client’s affairs with impartiality.
Adam holds the Diploma in Regulated Financial Planning.
In his spare time Adam spends time with his partner and two daughters, and enjoys travelling, wine, art rugby, sailing and the occasional round of golf.
Chris began his career after graduating from Loughborough University in 2003. He is a Chartered Financial Planner and has spent most of his career in the financial services industry, initially working at UBS, before moving into the Financial Planning industry 11 years ago. Chris joined Adam at Dragonfly Planning in 2012, and worked alongside Adam whilst at Kubera Wealth. Chris works with like-minded people, to help them grow both financially as well as holistically, acting as a mentor and lifestyle coach. He feels this helps build long term, trusted, relations with clients.
As well as advising clients, Chris sits on the investment committee, as well as heading up Jarrovian’s social media unit.
Chris spends most of his spare time with his wife and two boys, going on holidays when he can. From time to time, he also manages to get out on the golf course although the handicap never seems to come down.
Maz began his career in banking after graduating from South Bank University in 2000. He has a wide range of banking experience, covering stints at HSBC and Citi. Before starting at Jarrovian Wealth, Maz was a Director at UBS Wealth Management where he worked for 10 years as a Business Manager on various corporate projects, both regulatory and technical in nature.
At Jarrovian Wealth, Maz is the company’s Compliance Officer and sits on the investment committee, as well as exploring and implementing the ‘tech’ infrastructure solutions. This means he is heavily involved in all aspects of our business, with a particular focus on dealing with all new initiatives from a policy, process, and procedures perspective.
Maz enjoys general fitness and reading science fiction novels in particular Frank Herbert, Isaac Asimov and Brandon Sanderson.
Francesca graduated from Exeter University in 2017 with a Degree in Geography. Her desire to pursue a career in Financial Planning originated from the lack of Financial Education available for young people, herself included, in how to handle their finances. This is something that she hopes to help address as she moves through the qualifications required to achieve her Diploma in Regulated Financial Planning. Francesca is already proving to be a valuable member of the team.
In her spare time, Francesca enjoys spending time with her family and friends, travelling, horse riding and running. She is partial to the odd glass of champagne and a lover of wine and cheese.
Julie’s career started with HMRC as a Tax Officer, before moving into an advisory role within the tax department of a Chartered Accountancy firm. Her interest in the Financial Services sector began when she assisted with the setup of a subsidiary Financial Advisory Service. This resulted in a career spanning 27 years with Sun Life and AXA Wealth, specialising in the personal tax and trust arena. Julie’s passion of trusts and her knowledge of tax and estate planning solutions allow her to create workable strategies and explain, in simple terms, the aspects and outcomes of appropriate structures and legal services.
Julie enjoys travelling, food, drink and good company.