City financial planner’s founder leaves firm

City financial planner’s founder leaves firm

Bloomsbury True Wealth has announced that founder Jason Butler has left the firm, after selling his stake to long-standing principals Carolyn Gowen and Robert Lockie.

The City-based financial planning boutique was established in 1998 and since 2005 it has operated as an independent contractor branch of Raymond James Investment Services.

Mr Butler explained that after 25 years as an adviser, he will focus on writing, public speaking and financial education activity.

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“Having worked with Carolyn and Robert for many years, I am confident that I am leaving the business in good hands and it will continue to prosper in the years ahead.”

Ms Gowen stated that the whole team recognised the contribution Mr Butler made over the past 17 years.

“Robert and I are very excited about taking Bloomsbury forward to the next stage of development and to build on the solid base that has been achieved so far.”

She joined the firm in 2003, becoming a principal in 2005, and is responsible for ensuring the firm delivers on its service promises and oversees wealth plan implementation.

Mr Lockie has been at the firm since 2001, becoming a partner in 2005, and overseeing all financial planning work and investment confirmations carried out by wealth planning managers.