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Shore Financial Planning recruits former Fidelity and Succession employees.

  • Jon Treharne joins from Fidelity FundsNetwork.
  • Vicky Burdon joins from Succession.
  • Office move from Millbay to Athenaeum Street.

Plymouth, 1st May 2015: Shore Financial (Plymouth) Limited have recruited Jon Treharne as Head of Advisory Services. Jon 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 CEO Alison Treharne to continue to focus on client facing work. He will also manage the other incumbent financial planners, Kate Talbot based in Newbury and Jan Oliff in Worcester.

SFP have also appointed the experienced Vicky Burdon from Succession to head up the administration team in Plymouth and she will report into office manager Alison Capper cialis generika rezeptfrei.

Furthermore, SFP have moved into larger premises from their previous base at Cargo in Millbay. They now occupy 15 Athenaeum Street, a grade two listed property over three storeys.

Alison Treharne, CEO of Shore Financial Planning Plymouth, comments: “We are delighted to have appointed Jon and Vicky who boast over fifty years of financial services experience between them. We are also pleased to have secured such a wonderful location for our new office, in the heart of the city but also close to Plymouth Hoe with ample parking for our clients and a perfect working environment for our expanding team.”

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