Joshua Jacob is a family-run business with over 30 years’ experience offering clients solutions and strategies which cater to a variety of Estate Planning needs.
Husband and wife team Simon and Anna Warren manage a group of specialised individuals who work hard to uphold the Joshua Jacob proposition and philosophy: a commitment to treating customers fairly, attention to detail and providing our clients with peace of mind.
Frances Wilkinson, PA to Simon Warren, looks after the team at our head office in Ashbourne. She has over 25 years’ experience in Life and Estate Planning services. Her focus is to support our senior partner and oversee our team of paraplanners.
Our group of companies consist of:
Joshua Jacob – Wills and Estate Planning services together with Continuity & Succession for business owners (a suite of robust and fit for purpose cross option agreements)
Joshua Jacob Life – Later Life Lending, a vital cog in the wheel of Estate Planning
Joshua Jacob Marketing – Headed by our relationship director Mick Wain in support of our fellow professionals including accountants, IFAs and St. James’s Place partners. As an ex-RBS senior relationship manager, Mick brings a wealth of experience and professionalism to the company after a lifetime of business-to-business and client care.
Over the years, we have strived to do our bit in support of charitable organisations. We predominantly concentrated our fundraising efforts on children’s cancer charities for a long time, but this year we have shifted our focus to Alzheimer’s Society.
Alzheimer’s Society is a charity close to our hearts. With nearly 1 million people in the UK living with dementia, we hope to make an impact through fundraising activities to provide relief and care to those suffering with the disease and their families.