Shore Financial Planning, a UK-based advisory firm, has appointed Jon Treharne as its new head of advisory services.
Treharne will be tasked with managing the business in the new role, allowing his wife and CEO Alison Treharne focus on client-facing work.
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Treharne most recently served as FundsNetwork’s sales director for the south of the UK at Fidelity International, where he worked for over a decade.
The firm has also recruited Vicky Burdon from Succession to lead its administration team in Plymouth. Burdon will report to office manager Alison Capper.
Referring to the two appointments, Alison Treharne commented: "We are delighted to have appointed Jon and Vicky who boast over 50 years ‘of financial services experience between them.
"We are also pleased to have secured such a wonderful location for our new office, in…a perfect working environment for our expanding team."
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