Business advisory firm Dow Schofield Watts has recruited Jonathon Jay as a partner to head up and launch DSW Wealth Planning.
DSW Wealth Planning is a joint venture with Corbel Partners, which will undertake compliance and paraplanning.
Jay, who will be based at its Daresbury office, joins from Investec Wealth & 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 to join AES International as a paraplanner and private banking executive. Jay is a chartered financial planner and a qualified pension transfer specialist
James Dow, chief executive of DSW Capital, owner of the Dow Schofield Watts brand, said: “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.”
Jay added: “Dow Schofield Watts is a strong and respected brand that aims to make high-quality advisory services accessible to entrepreneurs and businesses of all sizes.
“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.”
Dow Schofield Watts provides a range of professional services, including corporate finance, transaction services, business recovery, management and strategy, tax advisory, forensic services, debt advisory and now wealth management.
It has 10 offices throughout England and Scotland.