One of Shropshire’s leading financial advice firms marked the end of an era when its founder retired at the end of last year.
But it is very much business as usual at John Cannaby Associates (JCA) Ltd, of Bridgnorth.
John Cannaby stepped down for a well-earned retirement after 53 years in the financial industry. Now the next generation is taking the well-respected company to new levels of success.
John Cannaby, Paul Taylor, Sharon Haines, Callum Brown, Maurice Knott and Shane Lunnon
And there is a new face in the five-strong team, 24-year-old Callum Brown. Currently studying through the School of Finance, Callum is set to be a fully qualified Financial Adviser by next March.
He joins a dedicated and highly professional team who pride themselves on taking a personal approach to each and every client in areas such as mortgages, long-term care, business protection, equity release, pension planning, investments and life cover.
The team at JCA has a wealth of knowledge and experience in the financial services industry.
“We believe in providing high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers who work together to achieve this,” says office manager Sharon Haines.
Sharon was one of the team of four who established the company back in 2009, along with John Cannaby, Paul Woolley and Maurice Knott.
The firm started out in Bridgnorth’s High Street but in 2018 relocated to Smithfield Centre in Whitburn Street and has continued to thrive ever since.
Financial adviser and director Paul Taylor joined JCA in 2015 and has 20 years’ experience in the industry. Paul Woolley retired to be replaced by senior financial adviser Shane Lunnon and now Callum has come in after John’s retirement.
John’s vast experience is still on tap though, after he pledged to carry on helping out even after his retirement.
And he believes the current team will take JCA onto still greater heights.
“We believe in providing high quality service, with the emphasis on building long-term relationships with our clients”
“We’ve got better people in to run the business than me now. I’ve always liked working with people better than me, there’s always something to learn.”