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Saso Strategic Advisers appoints new equity partners

Saso Strategic Advisers appoints new equity partners

Tuesday 19 September 2017

Saso Strategic Advisers appoints new equity partners

Tuesday 19 September 2017


SaSo Strategic Advisers (SaSo) has welcomed two new equity partners to help support the development of SaSo in Jersey.

John Leonard and Garry Forbes join SaSo as Directors and will provide financial advice and relationship management support to private clients and trustees.

Both will predominantly be based in Jersey, although Mr Forbes will also continue to serve his long-standing relationships developed in Guernsey.

Mr Leonard (pictured right) has spent the past seven years with an international financial advisory business where he was responsible for providing advice to both private and corporate clients in all areas of financial planning. He is specialised in pensions and investments and has travelled extensively over the last 20 years to visit clients in the Middle East, Africa and Europe. He is also a member of the management board of the States of Jersey Teachers Superannuation Fund.

Mr Leonard commented: "That it’s a truly exciting opportunity to define a modern day financial services company through relationship building and the use of technology that SaSo can develop and therefore enhancing our clientsoutcomes and experiences."

Mr Forbes (pictured left) has 18 years’ experience as a financial advisor and overall 23 years’ experience in financial services working as a financial advisor in Jersey, Guernsey and Edinburgh.

Mr Forbes commented: "I am excited to be joining a dynamic company like SaSo and believe that we have a great team that can really make a difference in the Jersey marketplace. Corporate governance and good practice are now imperative in an ever-increasing regulatory environment and I am confident that with the robust infrastructure and great team that SaSo has in place, SaSo are in an enviable position to thrive in this tough environment and meet the future challenges that lie ahead."

Meeku Patidar, Managing Director, (pictured in the middle) commented: "It is with great pleasure to welcome John and Garry to SaSo as equity partners. I very much look forward to working with them both to build and shape our company as a modern, technology-led financial advisory practice for local resident private clients and trustees. I believe the combined skill set of the team will be complimentary to delivering a clear and high level of service to clients. Given recent unfortunate events that has affected local individuals, it is important that SaSo makes the financial advice process understandable, transparent and trustworthy and with John and Garry on board I am confident that SaSo can execute this plan."

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