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Ex-Tavistock operations director heads to consolidator

Former Tavistock group operations officer Jon Dear has been hired by consolidator AFH.

Dear was first recruited by adviser, wealth manager and support service provider Tavistock in 2016, after having held a number of roles across the financial planning sector previously, including as marketing and propositions director for Sesame Bankhall, business development director at Aegon and head of financial services at the West Bromwich Building Society.

He was heavily involved in setting up the building society’s advice arm, Insync Financial Planning, which was later acquired by AFH in 2009.

Inside AFH’s investment proposition

Dear will take on the new role of chief operating officer at AFH, the highly-acquisitive financial planning and discretionary fund management business.

AFH says the hire is set to help boost its presence in the mortgage and protection markets.

Tavistock recently worked with fellow vertically integrated advice firm Lighthouse on a deal to establish a new investment management company, under which Lighthouse’s in-house investment arm, Luceo Asset Management, will help develop and distribute Tavistock products to Lighthouse’s advised clients.

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