Meet The Team

Sharon Mordecai

Sharon has worked in accountancy practices since 1991. In 2011, after 20-years in accounting, she founded Modina with the vision to offer financial support services to small businesses and drive growth through good financial management.

A business owner herself, she understands the trials that business owners can face, especially when it comes to the financial side of things, and takes pride in helping her clients achieve their potential.

Patrick Collier

In his own words, Patrick is difficult to pigeonhole. From humble beginnings as a tea boy in a high-street bank in Grimsby, to C-level jobs at some of the world’s leading investment banks and even taking a small school from bankruptcy to a seven-figure trade sale, Patrick has worn many hats.

What is constant though is his drive to succeed and that is imperative for clients. He has to like the people he works with, love the product and believe that he can make a positive impact. It all comes down to how he can help clients succeed and get them to where they want to be.

Sebastian Murphy

After several years working within the corporate financial services sector, Sebastian co-founded JLM in 2002.

Whilst initially managing the lender relationship side of the business, Sebastian now also runs the operational side of JLM Mortgage Network, whilst still looking after c2000 of his own personal clients.

Sebastian sits on a number of Industry leader panels, is often quoted in the press and produces a number of articles per year, on the future and direction of the mortgage industry.

Rory Joseph

After completing a degree in English Literature, Rory fell into financial services by accident, but found that he had discovered his perfect career. Following a decade of working for a national firm as Development Director, Rory co-founded JLM in 2002 and founded the specialist Wealth Management IFA arm a few years later.

Rory is well known locally for his ten year stint on a monthly BBC radio show, dispensing financial and mortgage advice to listeners. He sits on a number of groups within both the lender and regulatory sphere, including the FCA Network Panel and is a regular contributor to local and national media, as a commentator on the world of personal finance.

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Joe Smith

Joe is an Accountant with many years of experience helping clients manage their businesses. He is a very motivated individual who prides himself on building strong relationships with all his clients. Many clients have given testimony to Joe’s ability to help them grow and succeed.

Tyler Owens

Tyler’s approachable style and dedication make him a trusted partner for clients looking to stay on top of their numbers and focus on what they do best.

Mike Tipper

Mike has over 30 years of experience in financial advice and planning. In his spare time, he loves watching Rugby and Cricket. Mike is also a keen golfer!

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Joe Smith

Joe is an Accountant with many years of experience helping clients manage their businesses. He is a very motivated individual who prides himself on building strong relationships with all his clients. Many clients have given testimony to Joe’s ability to help them grow and succeed.

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Call us on this number 020 7183 8241

Email us at hello@charliepuffin.com