Shane manages investment portfolios for a range of clients. He has over a decade of experience, previously acting as Head of Investment at an Independent Financial Advice firm. Shane first joined the industry having obtained a first-class honours degree in International Financial Services. He is a fellow of the Chartered Institute for Securities and Investment and holds their gold standard Level-7 qualification.

Shane has been listed by Citywire as a UK Top 100 Wealth Manager in both 2023 and 2024. He was also named as one of the PAM NextGen Leaders in the private client wealth management industry in 2024.

In his spare time, Shane enjoys pushing himself physically by running, cycling and swimming having competed in events such as the London Marathon, various cycling sportives, and combining all three as part of middle-distance triathlons, known as an Ironman. While based in Devon, he operates from our Truro office and is readily available to meet new and existing clients at their homes or places of work across the South-West. Meetings can also be arranged via telephone or by video call at your convenience.