Meet the team

Experienced. Approachable. Here for you.

Behind Premier Commercial Wealth is a team of qualified financial professionals committed to delivering clear, dependable advice. We combine technical expertise with a personal approach, working closely with our clients to build long-term relationships based on trust, integrity and understanding.

Leadership team

At Premier Commercial Wealth Management Ltd we benefit from having an excess of 30 years combined experience working predominantly in the Commercial and Corporate Market helping businesses and their directors achieve their goals and aspirations.

Headshot of Jonathan Williams.

Jonathan Williams

Director & Financial Planner

  • Since establishing his own business in 2012, Jonathan has been committed to delivering tailored, practical financial solutions to both businesses and individuals. His areas of expertise include pension planning, inheritance tax planning, and investment planning, helping clients structure their finances for long-term security and growth.

    Known for a straightforward and trusted approach, Jonathan focuses on building long-term relationships and delivering clear, effective advice that clients can rely on with confidence. He has a strong ability to communicate complex financial concepts through clear visuals and illustrations, making information easier to understand and more accessible for his clients.

    Outside of work, Jonathan is married with two children and enjoys spending quality time with his family. A keen golfer, he has a real passion for the game and values the balance it brings alongside a busy professional life.

Headshot of Paul Tracey.

Paul Tracey

Director & Chartered Planner

Providing expert, whole-of-market advice built on strong technical knowledge and professional standards. He is committed to delivering thoughtful, well-structured financial planning and works closely with clients to create long-term strategies that protect and grow wealth with clarity and confidence.

Support team

  • Julie Thomas

    Personal Assistant to Jonation Williams

    Julie joined Premier Commercial Wealth in February 2025 following a personal request from Jonathan having previously worked together under Pearl Assurance many years ago.

    Julie has worked in Financial Services for 35 years’ bringing a wealth of knowledge and experience in roles mainly as an Office Manager/Team Leader. Prior to joining Julie ran her own successful business as a Paraplanner supporting Financial Advisers for the past 8 years.

    Julie is dedicated and detail-driven professional who supports Jon and his clients by creating a smooth, friendly experience. She is committed to delivering a service that is personal, dependable and genuinely helpful. Her skills come from a strong background in administrative coordination, a keen eye for detail and a structured approach to problem-solving.

    In her spare time Julie mostly enjoys ‘family time’ with her husband, son and grandchildren who all love and take part in a range of sports. She has a passion for living her best life!

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  • Kate White

    Paraplanner to Jonathan Williams

    With three decades in the financial services industry, Kate has spent the last 10 years focused on paraplanning, a role she loves for its mix of detail and problem-solving. In summer 2024, Kate joined Premier Commercial Wealth Management and enjoys being part of the team.

    Living in Swansea, Kate makes the most of the outdoors, whether that’s swimming, cycling, running, or heading out for a good walk. Away from work and adventures outside, home life is shared with two cats, Dolly and Kenny who provide plenty of entertainment.

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  • Susie Hodges

    Personal Assistant to Paul Tracey

    Susie joined Premier Commercial Wealth in February 2023, bringing with her nearly two decades of experience in Financial Services, having worked in the industry since 2004. As Paul Tracey’s Personal Assistant and Paraplanner, she combines professionalism with a personable approach, supporting both clients and colleagues with efficiency and care.

    She is known for her organised nature and “can-do” attitude, and takes pride in building strong, lasting relationships. She enjoys the variety her role brings and is passionate about delivering excellent service to clients.

    Currently Susie is working towards the CII Certificate in Paraplanning, and already holds CeMap, R01 (Financial Services, Regulation and Ethics) and R02 (Investment Principles and Risk).

    Outside of work, Susie is a keen sports enthusiast with interests ranging from cricket and rugby to ice hockey and football, which she enjoys with her son. She also enjoys spending time with her family and relaxing with a good book.

    Contact Susie

  • Lewis Jerrett

    Office Administrator

    With 10 years at Premier Commercial Wealth, Lewis has progressed through a range of roles within the business, gaining a broad understanding of financial planning operations. After starting in administration, he spent the last four years working in paraplanning and now focuses on ensuring all client plans are implemented efficiently and accurately. Lewis takes pride in supporting advisers and maintaining high standards across the business.

    Outside of work, Lewis enjoys spending time outdoors and can usually be found on a football pitch or a golf course whenever he gets the chance.

    Contact Lewis

  • Mike Roderick

    Operations Manager

    Mike joined Premier Commercial Wealth in 2015 and is responsible for ensuring that the business runs smoothly in addition to having oversight of compliance within Premier Commercial.

    He began his career in financial services in 1986 with HSBC where he developed his career as a Financial Adviser and finished in 2014 as a Area Premier Sales Manager looking after a team of Premier Relationship Managers which advised HSBC’s High Net Worth Clients.

    In his spare time, he has a keen interest in Mountain Biking and travel.

    Contact Mike

Client stories

  • “Jonathan Williams is our contact and he and his team are very professional and easy to deal with, always very prompt to return calls and available to contact for advice at any time. We would certainly recommend this company.”

    Anthony & Sian

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  • "Jonathan and the team are easily accessible, providing quick, concise clear responses and feedback, whether in person and/or remotely making sure we have full understanding."

    Richard & Karen

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  • "As a qualified accountant in practice I have felt more than comfortable introducing Jon and Paul to a number of my high net worth clients, all of whom have only positive comments to say about the service they have received whilst being supported by the team at Premier."

    Matt

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  • "I have worked closely with Jeremy Reed, Jon Williams and the rest of the team at Premier Commercial Wealth Management Limited over the last couple of years and I have always found them to be an extremely professional, trustworthy and dependable organisation."

    James

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  • "Jonathan Williams has provided excellent advice consistently, and is always on the end of the phone if he is needed. I am looking forward to many years of excellent service from PCWM."

    Andrew

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  • "Jonathan has been consistently helpful, always willing to take the time to explain complex financial issues in language that we could understand, and his support has made a time that could have been overwhelming much easier for us."

    Kathy

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