01242 771 771

01242 771 771

Meet the Team

Our team comprises of  5 advisers with over 75 years of experience between us. We are based in Gloucestershire but travel to meet with clients across the Country. If you would like to talk to an adviser about your mortgage or insurance needs please click on the contact button and we will get in touch.

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”

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 Cheltenham and spends his social time playing football (if his legs will allow him!!) and travelling.


Jason started with NatWest Bank in 1989 working at their Promenade branch in Cheltenham and has been running his own company, Moore Mortgages Ltd which is a trading name of IMS – Insurance and Mortgage Services, for ten years specialising in mortgage and protection.

He has had the pleasure of working with many clients over the years in many areas from Gloucestershire, Wiltshire, Worcestershire, London and beyond and have enjoyed supporting them to achieve their financial objectives. He prides himself on offering a high level of customer service.

Jason is married, has two daughters, Jemima and Beatrice and lives in Churchdown.

When not working he enjoys running to try and keep fit and have an active role in Providence Baptist Chapel in Leckhampton as a Sunday School Leader.

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 and lives at home with his wife. 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.


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 in 2018.

IMS - Insurance and Mortgage Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registration number 300993

Registered Address Applegarth, The Reddings, Cheltenham, GL51 6RL

Registered in England & Wales No: 4496808

The guidance and advice contained within this website is subject to the regulatory regime and is therefore primarily targeted at consumers based in the UK

Your home may be repossessed if you do not keep up repayments on your mortgage

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