MEET THE TEAM

STEPHEN JONES

Executive Director & Head of Financial Planning

Steve founded the business in 1993.  Previously he qualified as a Chartered Accountant with a leading accountancy practice in Leeds, later becoming a Fellow of the Institute of Chartered Accountants in England and Wales.  During his career as a Chartered Accountant, Steve identified a need for the delivery of quality financial advice with a strong understanding of all aspects of taxation.   

As well as providing financial advice, Steve chairs the Investment Committee and works closely with the other members to regularly review the investment portfolios we recommend.

Steve is proud to have developed a successful business which has long term relationships with many of its clients.

JILLIAN JONES

Executive Director & Head of Operations and Compliance

Jill joined Jones Cooper in 1995 after a successful career as an Executive Personal Assistant.  Her role covers a wide range of responsibilities and encompasses business operations and processes, office management, client liaison and compliance with Financial Conduct Authority regulations.

Jill’s attention to detail, organisational skills and commitment have been integral in the development of the business with Steve.

Jill is passionate about achieving high standards to ensure that we deliver quality and consistent client outcomes and service.

JOHN HOLIAN

Director & Chartered Financial Planner

John has worked in the financial services industry since 1986, holding a variety of roles, and joined Jones Cooper in 2011.  John is a Director of Jones Cooper and a Chartered Financial Planner.

John has strong technical knowledge with a particular interest in pensions and investment planning.

John has Certified Financial Planner status and is a Fellow of the Personal Finance Society.  He also holds the Securities and Investments Institute Diploma.

PATRICK TOES

Investment Manager

BEN YEARSLEY

Investment Committee Member

Ben brings extensive knowledge of all aspects of wealth management and we are incredibly fortunate to have secured his services on the Investment Committee.

Ben has significant experience from his career at Hargreaves Lansdown in the investment research team, resulting in access to major fund groups and investment managers.  He also headed up VCT research and investor relations.  In 2012 he moved to Charles Stanley Direct as Head of Investment Research, responsible for fund research, communications and PR, as well as developing the D2C platform.  Ben has since co-founded a tax efficient investment company for high net worth individuals and chairs an investment committee for one other financial planning business.

Ben is well connected to many of the top fund managers in the UK, which gives him unparalleled access to them on a personal and professional level.

SUSAN MOXON

Executive Assistant

Sue works closely with the Directors, providing both administrative and IT support.  Her duties involve liaising with clients and providers, ensuring records are comprehensive, accurate and up to date.

Sue has also been involved in a number of projects with Jones Cooper to improve efficiencies using technology.

SUSAN JONES

HR Consultant

Susan started working with Jones Cooper in 2019 and brings with her a wealth of experience in HR. 

Susan is a Fellow of the Chartered Institute of Personnel Development, a member of the Institute of Directors and has a Masters Degree in Business Administration.

Susan’s previous experience in Financial Conduct Authority regulated firms ensures that she understands how important the culture of the business is and her focus is on providing and developing our HR systems and structures.