Posted: 07 / 07 / 2020

We’re delighted to announce the appointment of Jon Fisher as Head of Wealth Management.

Jon joins us from Grant Thornton, from his role representing Wealth Management in the North West as an Associate Director. He has extensive experience working with high-net-worth clients from a range of backgrounds – such as business leaders, lottery winners and wealthy families – and managed a client portfolio with a combined Funds Under Management (FUM) of almost £50m.

Managing Partner, Paul Cheetham-Karcz, said:

We’re delighted to have appointed Jon as our Head of Wealth Management. He will develop our current wealth proposition further which has seen us take our FUM from below £10m towards £50m as we enter a new era for our Wealth Management division.

Our team and expertise cover all areas of financial planning and wealth management, including Business Owner Advice, Personal Financial Advice and Workplace Advice