The IMS team are made up of Terry Broom, Adam Jones, Jason Moore, Jason Spicer and Paul Davis. Their clients are generally more than happy to recommend our services to their friends or colleagues. They appreciate their honesty, expertise, knowledge and their friendliness.
To get to know the IMS team a little better please read below or better still contact us to arrange an appointment and feel secure that your mortgage and protection arrangements are in good hands.
Terry has been working in the financial services industry since 1991 and has managed to obtain a wealth of experience and knowledge in Sales, Training and Compliance working for some of the largest companies in the industry. In 1998 he made the plunge to go and work on his own as an Independent Insurance & Financial Adviser, specialising in Pensions and Mortgages before setting up IMS in 2002 and concentrating on the mortgage and protection market.
Terry has always been a great believer in obtaining qualifications and still continues to study and pass exams and encourages his team to do likewise.
“I am very proud all of my team and the amount of business we continue to write. “I believe in being very thorough in each and every sale we do and enforce the belief to the team to always put ourselves in the clients position and advise as if we ourselves were in their position. It obviously works as the majority of our business is repeat business from existing clients and recommendations”
Outside of work Terry likes to de-stress by going to the gym, enjoys going to the cinema, theatre and good food (hence the need to go to the gym!!).
You can contact Terry direct by email terry@
After achieving A-Levels and a Degree in Business and Finance Adam spent 3 years working for a National Insurance brokerage in Worcester where he specialised in House and Car insurance products. His duties here included the underwriting of insurance policies and enabled him to gain a vast knowledge of products and services in a very competitive market.
Adam was recommended to Terry in 2002 to help arrange a mortgage on his own property, which led to a long series of discussions that ultimately led to him joining IMS in the December of that year. The first year was spent studying and gaining the CeMAP and MAQ qualifications, as well as continual ongoing training in various product and sales areas.
Over the years with IMS Adam has become fully qualified in all Protection products and has been able to help every variety of customer with their mortgage and protection requirements. Adam took on the role of Sales Manager in 2008.
Adam’s working life covers a large area as his time is split between South Birmingham and Cheltenham – and everywhere in between! He presently lives in Bromsgrove and spends his social time playing football (if his legs will allow him!!) and travelling.
You can contact Adam direct by email adam@
Jason joined IMS in September 2010. He has ten years experience working within the Financial Services Industry with the last six years specialising in mortgages and protection. He is fully CeMAP qualified and in 2009 completed the Certificate for Financial Advisers. Prior to IMS he worked as a Mortgage Adviser based within a local firm of Estate Agents and successfully completed the Senior Management Development Programme.
Jason realised that in order to give his clients the highest level of advice he needed to be fully independent and be able to offer mortgage and protection advice from the whole market rather than be limited to a small number of providers as most Estate agents are .
Jason is married with two girls and lives locally in Cheltenham. When not working, Jason enjoys playing squash and spending time with the family. He is an active member of a Baptist Church in Leckhampton where he is coordinator of the children’s and youth work.
You can contact Jason direct by email
Jason has worked with IMS since February 2007 following a long career in the printing industry which saw him progress from Printer to Works Manager. After over 20 years in this industry Jason decided it was time for a new challenge and having been a keen follower of the Mortgage and Financial Services industry decided that this would be his next professional venture. Jason completed his CeMAP qualifications in 2007 and enjoys the diverse nature of the role and helping people in securing the best available deal to either secure the new property they wish to buy or get a better rate on their current deal..
Jason lives in Cheltenham, has two grown up sons who still live at home with him and his wife, although he is hoping to arrange their mortgages and move them on very soon!!
In his spare time Jason enjoys football and rugby although his playing days are now firmly behind him. He enjoys camping weekends away and finds long walks along the beach and in the woods a favourite way to unwind.
You can contact Jason direct by email jase@
Paul has always been interested in the financial services industry and joined the team in 2017 after a successful career in senior leadership within the retail sector. Degree educated and having lived in France, he brings with him great communication skills and a strong customer focus; always looking to ensure that his clients are kept up to date and receive the most suitable advice for their circumstances.
Based locally in Winchcombe and happy to travel to see clients, Paul has a wide range of knowledge and can provide advice on all types of mortgage and protection products.
After training and completing the CeMAP qualification, Paul has gone on to progress his professional development with further studies in Equity release achieving the CeRER qualification last year.
You can contact Paul direct by email paul@