Meet Jon
Jon joined atomos in 2024, bringing with him a deep well of experience from his many years in financial services, as a director at Fidelity, then managing director at Shore Financial Planning.
With the knowledge he has gained from leadership in both parts of the wealth management puzzle – asset management and financial planning – Jon is well placed to head up the strategic operations of our office and lead it into the next chapter.
A financial plan is a promise you make to your future self – let us help you keep it.
Jon Treharne
Strategic Operations
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
