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Ben Yearsley joins Plymouth-based advice firm


Ben Yearsley has been hired to chair the investment committee of Plymouth-based advice firm Shore Financial Planning.

The former Charles Stanley Direct head of investment research, who left the firm in June, will also join the board of Shore Financial in a non-executive position.

He says: “I have known and worked with the principals of Shore Financial Planning for many years and I am delighted to become a member of the team as chair of the investment committee and a non-exec board member.”

Former Fidelity director Jon Treharne also recently joined Shore as head of advisory services. He was previously sales director of FundsNetwork for the south of the UK.

Shore Financial Planning Plymouth chief executive Alison Treharne says: “[Yearsey] is extremely well connected to many of the top fund managers in the UK and further afield. This gives him unparalleled access to them on a personal and professional level and enables him to make well considered judgements on their strategies for investing.”



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