IFA poaches director from Fidelity

Laura Miller
clock

An IFA based in Plymouth has hired a head of advisory services from industry giant Fidelity.

Shore Financial has recruited Jon Treharne, who joins after over a decade in the city with Fidelity International where he was sales director of FundsNetwork for the south of the UK. He will oversee the running of the business allowing his wife CEO Alison Treharne to continue to focus on client facing work, Shore said. Shore has also appointed Vicky Burdon from Succession to head up the administration team in Plymouth. The advice firm has also moved into larger premises from their previous base at Cargo in Millbay. They now occupy 15 Athenaeum Street, a grade two listed property ov...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits

Isabel Baxter
clock 17 April 2025 • 6 min read
UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read