Mike Sargeant, managing director of Pharon IFA for the past six years and an employee for the last 23, is taking early retirement.
Sargeant - also previously a managing director of Pharon's sister company, boutique fund manager Lawrence House, before its sale to Brooks Macdonald last year - is stepping down in September.
Pharon says its "young and very talented team" has been trained to assume Sargeant's responsibilities, reporting to CEO and chairman Roger O'Shea.
Sargeant says he plans to offer management consultancy services within the financial services sector, including to Canterbury-based Pharon.
He will also look to lecture at local universities and colleges to "share my knowledge".
"The last 23 years have been an incredible experience and I have learnt and experienced an enormous amount over this time," he says. "But now I feel it is right for me, and for the company, to move on."
CEO O'Shea adds: "Mike has been involved in the development of the company from 1987 and made a substantial contribution to its success and the fact that he will be available as a consultant is reassuring."
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress