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
Jon has over 35 years’ experience in the financial services business having previously held senior positions at Fidelity, Axa
Alison 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
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
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
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 is also a qualified Discretionary Investment Manager.Ben Yearsley - non-executive and Chair of Investment Committee