Monetary Planning specialist Jonathon Jay has joined enterprise advisory agency Dow Schofield Watts as a accomplice to launch and head DSW Wealth Planning.
Mr Jay joins from Investec Wealth & Funding UK the place he was an affiliate director for over six years at its Liverpool workplace.
DSW Wealth Planning is a three way partnership with Corbel Companions Restricted who will undertake compliance and Paraplanning.
Mr Jay is a Chartered Monetary Planner and initially labored in banking with Santander after which moved to the Center East. He’s additionally a professional pension switch specialist and has a qualification in sustainable finance from the Cambridge Institute for Sustainability Management (CISL).
He mentioned it was a stand-out alternative to hitch Dow Schofield Watts and launch the wealth planning proposition.
He mentioned: “Dow Schofield Watts is a robust and revered model that goals to make high-quality advisory providers accessible to entrepreneurs and companies of all sizes. I’m actually wanting ahead to constructing relationships each internally and externally and to delivering a strategic and efficient Monetary Planning functionality.
“Constructing the DSW Wealth Planning proposition and providing help at key instances in enterprise house owners’ journeys is a key goal and one I’m very a lot wanting ahead to reaching.”
He will probably be based mostly at Dow Schofield Watts’ workplace in Daresbury, Cheshire.
Dow Schofield Watts, thought to be a challenger model within the skilled providers sector, now has a staff of greater than 80 professionals, most of whom have labored within the large 4 accountancy companies or held senior roles within the banking business.
The agency delivers a variety of advisory providers from 10 places of work in England and Scotland.
James Dow, chief govt officer of DSW Capital plc, proprietor of the Dow Schofield Watts model, added: “Jonathon’s wealth of expertise working within the sector and serving excessive internet price people will add additional depth to the experience inside our community.
“As our fast progress exhibits, the Dow Schofield Watts enterprise mannequin continues to supply a sexy proposition throughout quite a lot of service areas and we’re wanting ahead to the success of DSW Wealth Planning.”
