Our Senior Team
Jon Treharne (Alison Treharne’s husband) operates as Managing Director.
“I have been involved in financial services for all of my adult life. I believe in integrity and doing the right thing for people. Client service and the best interests of the client is at the heart of everything we do. I expect the clients of Shore Financial Planning to receive an outstanding experience when dealing with us, and I know our team of advisers and office staff can deliver it.”
Experience
Jon has over 30 years experience in the financial services business having previously held senior positions at Fidelity, Axa and Zurich (formerly Eagle Star). Jon is fully qualified to give authorised financial advice to clients of Shore Financial Planning, but is instead concentrating on running the business and orchestrating the practices of our advisers.
E-mail me Jon Treharne - Managing DirectorAlison Treharne – Chartered Financial Planner and Fellow of the Personal Finance Society.
“I was brought up to look after what you have and to save. I was also brought up reading the Financial Times newspaper but that was a little unusual for a girl of 9.
As a Chartered Financial Adviser in Plymouth, I want my clients to understand that financial planning is an essential part of life. If you want to achieve certain things in life, such as owning your own home, funding educational fees or early retirement then you need a plan to get you there.
Once I know my clients aims and ambitions I work with them to financially plan for it to happen. My biggest strength is to bring the skill of investment and pension knowledge into that plan. You need a plan for your money; know your destination and I will help you get there.”
Experience
Alison is a Chartered Financial Planner and Fellow of the Personal Finance Society. This membership level is attained upon successful completion of the PFS Fellowship programme, the highest qualification awarded by the Chartered Insurance Institute. She worked in the City of London for investment management firms for 10 years, with another 5 years previously in banking and insurance. She set up Shore Financial Planning (Plymouth) Ltd to provide financial advice for private and business clients wishing to build and manage their wealth.
Ben Yearsley – Chair of Investment Committee.
“I am extremely well connected to many of the top fund managers in the UK and further afield. This gives me unparalleled access to them on a personal and professional level and enables me to make well considered judgements on their strategies for investing. I have known and worked with the principals of Shore Financial Planning for many years and I am delighted to be a member of the team as Chair of the Investment Committee and a non-exec board member.”
Experience:
Ben joined Charles Stanley in 2012 as Head of Investment Research after many years with Hargreaves Lansdown. Ben is a well-known investment commentator with a broad experience in all facets of the media from TV and radio to the printed word. He is primarily based in Bristol.
Ben Yearsley - non-executive and Chair of Investment Committee