Shane manages portfolios for a range of clients and has over twelve years of investment experience. He was previously Head of Investment at an Independent Financial Advice firm, overseeing discretionary model portfolios. He holds a first-class honours degree in International Financial Services, the CISI Level 7 Chartered Wealth Manager qualification, and is a Fellow of the Chartered Institute for Securities and Investment. Shane has been named a UK Top 30 Under 30 Wealth Manager and listed in Citywire’s UK Top 100. In 2024, he was named a PAM NextGen Leader and featured in Investment Week’s Leaders List 2025 for his positive impact on clients and the industry.
