Who We Are

James Meston and Paul Milnes started JPM Asset Management in 2006, having worked for a regional firm based in Maidenhead for the previous 4 years.

James Meston

James has more than 20 years industry experience, the last 10 as an adviser. Prior to that he worked for large multi-national insurers including Prudential, Aviva and Zurich Financial Services in a number of “business to business” advisory and technical roles.

James had specialised in Corporate Advice and Employee Benefits but soon realised that these clients wanted to provide a personal service for their directors, managers and employees leading to the natural expansion and growth of the business.

James is an avid follower of Liverpool Football Club, rugby union and motorsport. He enjoys riding motorbikes and having dealt with his mid-life crisis, has improved his fitness and is now a keen triathlete, although looking to improve his times!

Paul Milnes

Paul was brought up in and around the Reading area and in 1986 joined Guardian Royal Exchange from school. From there he joined Norwich Union in 1989 as a senior member of their admin support team, before becoming a Broker Consultant in 1996. It was during the next 7 years that Paul was able to develop his industry experience before taking a position with a leading regional firm of financial advisers in 2003 where he provided advice to both corporate and private clients.

It was from here that he and James formed JPM Asset Management in June 2006. Here they have grown their business to include both large corporate and individual high net worth clients, providing advice on pension, investment and tax planning strategies.

Paul has the Financial Planning Certificate (FPC1, FPC2 & FPC3) and also holds the G60 Pension Qualification. He is currently studying for the Chartered Insurance Institute’s Diploma in Financial Planning qualification.

Paul is married with 2 children and when they are not taking up all of his free time he enjoys running, cycling, swimming and skiing. In the past 2 years he has also become a keen triathlete.

Adrian Williams

Adrian has over 25 years’ experience in Financial Services having worked at market leading insurance, pension and investment companies fulfilling account management roles; managing business relationships with many adviser firms.

Between 2013 and 2015 Adrian worked as an Automatic Enrolment Taskforce Pension Manager for Scottish Widows, directly assisting over 150 employers with the new workplace pension rules that had been introduced.

His specialist pension knowledge and enthusiasm for helping business owners directly with the new pension requirements inspired Adrian to set up his own auto enrolment consultancy helping many smaller employers select and install a workplace pension scheme.

Having worked in partnership with many accountancy and financial advice firms including JPM Asset Management, Adrian was happy to join us to work in a more varied role as an Independent Financial Adviser. 

Adrian is married with 3 children aged 7, 14 and 16 and enjoys cycling, playing squash & walking. He is busy supporting his children in their hobbies and finds some time to support Reading FC when possible. 

Adrian is currently undergoing further study to move himself towards Chartered status.

Foudn out how we can help! Call us on 0118 953 3771.