Invests in
Skills
Education
- Tapton School
(1999 - 2006)
Lists including John
Work Experience
2020
Sales Director
2022
Sales Manager
2020 - 2022
Vala is an entrepreneur-led investment advisory business that backs the very best start-ups and early-stage companies with high growth potential. The common thread through all that we do at Vala is to make our capital dependent on positive change, either through the product or service that the company offers, or the ambition they can demonstrate to becoming more sustainable. Read more about the company, the businesses we have supported, and how you can join us on our journey by investing with us here: https://www.valacap.com/invest
2018 - 2020
Sales Manager
2018 - 2020
Amberside Capital sources, structures and rigorously evaluates investment opportunities to suit the requirements of our clients. The organisation builds on the experience of its founders in the infrastructure and renewable energy sectors. I work closely with financial advisers throughout the UK to introduce them to exciting, tangible investment opportunities within these sectors, which can help to solve individual tax scenarios for their clients. I look to support in any way I can, be that telephone contact, face to face meetings, team CPD presentations, meetings with professional connections, or indeed meeting with the clients alongside you to give them more comfort as to who we are and how we work.
2017 - 2018
Financial Intermediaries
2017 - 2018
Property Partner is a market leading property investment platform and stock exchange, and is backed by Octopus Ventures, Index Ventures, and Seedcamp. The platform allows investors to access institutional grade property deals that have been carefully selected by an in-house team of property investment experts. Investors can then build a portfolio of property assets with as much or as little capital as they like, diversifying easily at property type, location, and tenant level, thereby reducing risk.
2015 - 2017
Partner
2015 - 2017
Mariana Capital is an investment business, formed in 2009, with offices in London, Geneva, New York, San Francisco, Los Angeles, Washington, Madrid and Luxembourg. We have multiple complementary business lines including: inter-dealer broking, market strategy, asset management and tax advisory services. In addition to this well established institutional focus, we also offer a range of funds, structured products and tax efficient investments to the retail market. I was brought on board to develop and grow our tax efficient investment range and am responsible for overseeing the creation, launch and fund-raise for our suite of products. Our range consists of investments which provide our clients with a series of UK tax reliefs - EIS and Business Relief qualifying investments and we distribute our products via intermediary and discretionary channels. We offer funding to high quality, asset-backed energy and infrastructure projects, often in the renewable energy sector, via our investment vehicles. We are working with trusted strategic partners including a major agri-industrial corporate, water utility companies and local Government to deliver and operationally derisk our pipeline of projects
2013 - 2015
Business Development Manager
2013 - 2015
Octopus are one of the UK's leading specialist fund management companies, with £4.5 billion in funds under management. Expertise: - Inheritance Tax (IHT) solutions - Venture Capital Trusts (VCT) - Enterprise Investment Schemes (EIS) - Multi Manager funds Responsible for developing relationships with Financial Intermediaries, understanding their client's investment objectives and providing planning ideas to ensure they are met. Looked after the Central area; managing approximately 300 accounts and maintaining relationships with over 1,000 Financial Advisers, being responsible for driving inflows for my region.
2010 - 2013
Consultant
2010 - 2013
Sourcing finance staff for buy side financial services firms (including asset management, private equity, wealth management and hedge funds) and Insurance
2009 - 2010
Consultant
2009 - 2010
Recruiting Accounting professionals into Financial Services and Commerce organisations, developing long term relationships in the process.
2008 - 2008
Intern
2008 - 2008
An internship that gave an insight into the financial markets, with rotations including FX Options, CDS, Repo's, and Cash desks.