The team

Ronald is passionate about building strong long-term relationships with our clients and is justly proud of JPD’s excellent reputation. Solutions orientated, he is a lateral thinker and enjoys encouraging clients to review and reflect on their relationship with money and pre-conceived thoughts about what they ‘ought to do’. Highly qualified holding the Chartered Financial Planner qualification, he is a regular speaker at industry conferences.

As a member of the Investment Committee, he serves as a client champion, challenging decisions to make sure the investment propositions are relevant and practical.

He is married with three children and, although no longer competing in ultra-distance triathlon events and Double-Ironman challenges, he still retains his interest in all things sporting including mountaineering, motor biking and playing cricket.

Williams joined Greendale in 2017 and his entire career has been spent in financial services. Prior to moving into financial advice, he spent eight years with a SIPP provider which gave him significant insight into their production and use in financial planning. He then worked within the IFA department of a large law firm and this provided an opportunity to build relationships with the Tax, Trusts and Probate teams. That experience prompted him to develop a particular interest in IHT planning. Not surprisingly, he has gone on to utilise that knowledge at JPD. It is one of his specialist areas along with pension planning, cashflow modelling and the production of financial plans. Williams holds the Personal Finance Society’s Diploma in Financial Planning and is studying for the Advanced Diploma.

He and his wife have three children and two playful canine youngsters in the form of their French bulldogs. A keen sportsman, he enjoys watching and participating in all types of activities, but particularly football and golf where he is working hard to bring down his handicap.

Shirley has worked in the finance industry for over 30 years. Her initial introduction came via a small IFA in North London. That led to a 10 year stint during which time she gained wide ranging experience and honed her client relationship skills. She then moved to an Actuaries & Consultants as senior administrator, later becoming an Assistant Consultant with an investment management firm. She joined Greendale in 2012.

Methodical and process driven, in her role as Administration Manager, Shirley is dedicated to providing the best possible experience for clients and derives great satisfaction from supporting them on their Greendale journey.

She is married and very happy that her children share her voracious reading habits. At weekends she can be found curled up on the sofa with a good book or wandering around local book shops with her daughter.

Jeromy has been advising private clients for nearly 20 years and holds the Chartered and Certified Financial Planner qualifications and the STEP Certificate for Financial Services – Trusts and Estate Planning. He is passionate about delivering well thought through advice and exceptional service to clients.

He has previously worked for a prestigious London-based advice firm and also headed up the Anglia region for the Wealth advisory arm of a large national accountancy practice.

Jeromy joined Greendale in 2018 after a lengthy period of research to find a firm that shared his passion for delivering comprehensive and personalised wealth management to help clients achieve their goals.

He has a Degree in Chemical Engineering and a Masters in Offshore Engineering and prior to becoming a Financial Planner, travelled the world working as a drilling engineer in the oil and gas industry. Jeromy finds his technical engineering background helpful when evaluating complex client scenarios.

When not at work, Jeromy spends the majority of his free time with his wife and young children and enjoys the occasional bike ride and game of golf. He also helps coach his son’s football team.

Lawrence has been researching investments and managing multi-asset portfolios for private clients, trusts and charities for nearly 20 years. Since graduating in 2005 with a degree in mathematics, he has put his skills in the ‘science of investing’ to full use interpreting inter-market trends to design efficient investment strategies. Lawrence leads our Investment Team and chairs the Investment Committee.

Prior to joining Greendale in 2013, Lawrence was the architect for another wealth manager’s investment proposition. He is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and was recognised globally for his achievement in portfolio construction theory in 2017, winning the CISI examination award.

Away from the office, Lawrence enjoys spending time with his young family and when not teaching his son the rudiments of DIY with a toy toolset, he can be found using the real thing as a keen DIY enthusiast. Currently training for his first half marathon, he is also a swimmer and squash player.

Helen joined Greendale in 2015 and her role as Operations Co-ordinator involves working closely with our Operations Director to ensure that our day-to-day business runs smoothly. Her wider Greendale experience – working as a member of a team providing excellent service to clients, together with her understanding of what happens behind the scenes from an IT perspective – means she is able to influence and support operational improvements at the firm’s various locations.

She started her career in the retail sector and the skills she learned, including how to deliver fantastic customer care, proved to be valuable when she decided to change direction and join JPD. She holds a Pitman’s Diploma in office skills and the Certificate in Regulated Financial Services Operations.

Helen enjoys taking long walks with her partner and their French bulldog, keeping fit and extreme activities such as sky diving.

James has over 30 years corporate finance & investment experience having been lead adviser on a broad range of domestic and cross-border transactions across a range of sectors, personally completing well in excess of 250 deals.

James has a proven track record of taking investee companies through their natural life cycle of growth and capital appreciation for all stakeholders. He has recently led the successful exit of investments in Air End Repair, AWS Electronics, Liquidity and DBK. James has most recently led the successful investments into Healthier Weight, the UK’s leading independent provider of weight loss procedures and Architectural Aluminium Coatings a leading provider of powder coating services to the building products industry. He chairs the holding companies for both of these investments.

Former Partner at a London-based hedge fund, Gloria has worked in finance since 1991. An investment specialist, he started as a graduate trainee at Cazenove & Co, before becoming an equity analyst. A year later he joined the derivatives desk, dealing in futures, options, OTC and structured products. In 1995, he was recruited by Bank of America and Panmure Gordon to set up a new derivatives sales desk where he was appointed a director.

From 2002, Gloria was the CFO of Oxburgh Partners, a London-based European equity ‘long/short’ hedge fund with assets under management of just under $1bn and was appointed to the boards of several funds. He is a Chartered Fellow of the CISI and holds the Securities Institute Diploma.

Gloria is a Director of Greendale and joined the firm in 2017. He is a member of our Investment Committee and, in addition to investments, Gloria focuses on estate and legacy planning. Married with three children (and two dogs), his hobbies include tennis, skiing and clay shooting. He is also a keen collector, trader (and consumer) of wine!

Travis is renowned for his ability to understand clients’ personal circumstances, identify what is really important to them and provide reassurance and useful consultation. As a Director of JPD, one of his responsibilities is to ensure that clients receive a first class service from the team. He greatly enjoys helping clients achieve a more confident understanding of their current and future position enabling them to see that they really can retire now, or give money to their family, or whatever their intention might be. He has subsequently gone on to support many clients bring about their desired actions.

Despite holding both Chartered Financial Planner and Certified Financial Planner qualifications, it surprises many to learn that he spent two years outside the profession as an actor touring the UK from Aberdeen to Cornwall. This passion is now confined to occasional Am-dram productions and comedy nights as long as they fit around family life with his wife and two young children. He is very active and participates in athletic endurance events.