JIMMIE JOSEPH
Managing Director & Chartered Financial Planner

As Managing Director, Jimmie’s passion lies in seeking opportunities to move the business forward. Jimmie is also the primary Financial Adviser and thoroughly enjoys helping clients achieve their goals and being a part of the evolution of their lives. His knowledge and warmth has enabled him to continue John’s legacy of building exceptional relationships with his clients. It's no wonder he is working with the fourth generation of some of the earliest JJFS clients.

Jimmie is a member of Ideas Exchange; a group of leading Financial Advisers who swap insights into best practice and attend seminars to further their knowledge.

When not working, Jimmie enjoys spending time with his wife and two young boys and playing tag rugby. His dream would be to attend an overseas Rugby World Cup… preferably one where England do well.

LAURA MORRIS
Director of Operations

Laura joined the team in 2021 and is the motivating force behind implementing the business strategy and ensuring the company is achieving its goals. Laura ensures that the team operates smoothly and efficiently, empowering everyone to reach their full potential allowing JJFS to deliver exceptional service to our clients.

Laura is a member of the Master Practitioners Club, allowing her to collaborate with peers in other Financial Planning firms dedicated to achieving operational excellence.

Outside the office, Laura enjoys spending time with her husband and two young boys, making lifelong memories. When not running round after her boys you will find Laura practicing yoga or listening to podcasts.

GEORGIA GRAHAM
Client Relationship Manager

Georgia is a dedicated Client Relationship Manager who brings warmth and enthusiasm to every interaction. While primarily working remotely, Georgia frequently visits our Bushey office for client meetings and collaborative team days. With a genuine desire to help others, she goes above and beyond to ensure every client's needs are met with care and attention. When not working, Georgia can be found lost in the magical world of Harry Potter, her favourite series. Her friendly demeanour and passion for service make her an invaluable member of our team.

JESSAMIN WINTER-FLYNN
Client Relationship Manager

Jess is our enthusiastic Client Relationship Manager who brings a fresh perspective to our team. After completing two summer internships at JJFS, Jess has returned full-time following her graduation from Reading University. Her passion for helping clients shines through in every interaction, and her creativity adds a unique flair to our services. Jess is not only a reliable team member but also a true asset, always ready to go the extra mile to ensure our clients feel valued and supported. Outside of work, Jess loves spending time with her family and friends, exploring new travel destinations, and discovering the best spots for eating out. We're thrilled to have Jess back with us, continuing her journey and contributing to our team's success.

ANNIKE FINN
Executive Assistant

Annike is our indispensable Executive Assistant and master of all thing’s organisation! When she's not expertly managing Jimmie's busy diary and ensuring smooth operations behind the scenes, Annike is spending time with her husband and two young children. With a passion for efficiency and a love for spreadsheets, Annike is the go-to person for all things Excel, effortlessly juggling schedules, and deadlines with precision.

JOHN JOSEPH
Founder

John spent almost 12 years in Financial Services before founding the company in 1984 and is extremely proud that some of his existing clients have been with JJFS since day one.

With almost 50 years in the profession, John gained a strong reputation in Life and Critical Illness Protection. This led to his creation of the Guide to Critical Illness Assurance in 1993, which won 19 Protection awards, culminating in the prestigious ‘Lifetime Achievement’ award in 2010.

John is a keen Bridge player, which he enjoys even more when he wins. He also loves hosting family get togethers, where he can show off his expertise on the BBQ, or slicing a salt beef brisket, a skill he learned as a young boy at his parent’s deli.

PADDY
Chief Happiness Officer

Meet Paddy, our beloved office dog and Chief Happiness Officer! Paddy is a friendly and affectionate cockapoo who brings joy and smiles to everyone at JJFS. Known for his love of cuddles, licks, and walks, Paddy ensures that the office atmosphere is always warm and welcoming. Whether he’s greeting clients at the door or providing a much-needed break with his playful antics, Paddy's presence is an essential part of our team’s well-being. His wagging tail and cheerful disposition remind us all to take a moment to enjoy the little things in life.