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Business advisory firm Dow Schofield Watts has appointed financial planning expert, Jonathon Jay, as a partner to head up and launch DSW Wealth Planning, a joint venture with Corbel Partners Limited who will undertake compliance and paraplanning.
Jay will be based at the firm’s Daresbury office, and he joins from Investec Wealth and Investment UK where he was an associate director for over six years at its Liverpool office. He originally worked in banking with Santander and then moved to the Middle East.
Jay is a chartered financial planner, qualified pension transfer specialist and has a qualification in Sustainable Finance from the Cambridge Institute for Sustainability Leadership (CISL).
Dow Schofield Watts now has a team of over 80 professionals, most of whom have worked in Big Four accountancy firms or held senior roles in the banking industry. The firm delivers a wide range of advisory services from 10 offices throughout England and Scotland.
Jay said: “I’m really looking forward to building relationships both internally and externally and to delivering a strategic and effective financial planning capability. Building the DSW Wealth Planning proposition and offering support at key times in business owners’ journeys is a key objective and one I’m very much looking forward to achieving.”
James Dow, CEO of DSW Capital plc and owner of the Dow Schofield Watts brand, added: “Jonathon’s wealth of experience working in the sector and serving high net worth individuals will add further depth to the expertise within our network.
“As our rapid growth shows, the Dow Schofield Watts business model continues to offer an attractive proposition across a number of service areas and we’re looking forward to the success of DSW Wealth Planning.”
