Former JP Morgan and Zurich man joins Towergate

Petrie, who will report to managing director David Taylor, has over 10 years experience in the financial planning space with a particular strength in wealth management, tax mitigation, financial life planning and retirement solutions. His previous roles included senior positions at JP Morgan Asset Management, Zurich IFA Group and John Joseph Financial Services. Most recently, he was the owner of City based IFA Alexander William Ltd. "This is a very exciting time to be joining Towergate Financial who are ahead of the game when it come to the post-RDR world," says Petrie. "With their ...