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Business advisory firm launches wealth planning arm

Business advisory firm launches wealth planning arm
Jonathon Jay, partner at DSW Wealth Planning

Business advisory firm Dow Schofield Watts has hired a financial planner from Investec Wealth & Investment to head up and launch its wealth planning arm.

Dow Schofield Watts appointed Jonathon Jay as a partner to be based at its Daresbury office and run DSW Wealth Planning. 

Jay joins from Investec Wealth & Investment UK where he was an associate director for over six years at its Liverpool office.

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He is a chartered financial planner, qualified pension transfer specialist and has a qualification in sustainable finance from the Cambridge Institute for Sustainability Leadership (CISL).

Prior to Investec, Jay originally worked in banking with Santander before he moved to the Middle East. 

He said it was a stand-out opportunity to join Dow Schofield Watts and launch the wealth planning proposition. 

“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 said it is regarded as a challenger brand in the professional services sector and 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.

DSW Wealth Planning is a joint venture with Corbel Partners Limited who will undertake compliance and paraplanning.

Owner of the Dow Schofield Watts brand and DSW Capital chief executive officer James Dow, 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.”

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