Chartered Wealth Manager & Branch Principal
Nick Levens has worked in financial services for over 20 years having started his career in 1996. Most recently, and for the past 17 years, Nick has worked for Sanlam Private Wealth (formally Border Asset Management) where he managed investment funds of £100m on behalf of private clients, charities, trusts and corporate clients. During his time, Nick has developed an excellent skill set as a wealth manager and gained both Chartered and Fellowship status of the Chartered Institute for Securities and Investment.
The aspect of being a wealth manager Nick most enjoys is the time he spends with clients, getting to know and building strong, long-term relationships.
In his spare time Nick enjoys travelling, scuba diving, snowboarding and golf. He is married to Karen with two teenage boys and a Giant Schnauzer called Milo. Nick and Karen are also foster carers for children under the age of 5.
Client Manager & Business Development
Michelle has worked within the financial services industry for over 21 years. Prior to joining Raymond James in 2020, Michelle spent 20 years with Sanlam Private Wealth and Border Asset Management, where she was fundamental in the implementation and ongoing care of client relationships.
Michelle has worked with Nick for over 18 years and shares a common ethos and commitment towards clients and the service they receive.
Michelle is married with 2 grown up children, although still occupying the nest. In her spare time she enjoys walking, paddle boarding, very amateur photography and an all too occasional spa day.
James graduated from the University of Manchester in 1986 with an Honours degree in Economics. He joined Henry Cooke, Lumsden in Manchester where he worked as a Private Client Investment Manager and then a UK Investment Analyst. In 1991 James joined the ICI Pension Fund in London where he was a UK Fund Manager and then promoted to US Fund Manager where he managed £300m in US equites on behalf of the fund.
In 1999 James joined Capel Cure Sharp in Manchester which was taken over by Gerrard and subsequently Barclays Wealth. During his time with Barclays Wealth James ran the Manchester office for five years. He was headhunted by Coutts in 2010 and worked as a Director in the Manchester office until 2013. In 2014 James joined Sanlam Private Wealth in Kirkby Lonsdale as Senior Portfolio Manager and a year later was promoted to Head of Office.
James is married to Rebecca and they have four grown children, a black Labrador named Sonny and eight chickens. James is a qualified PADI Divemaster and enjoys skiing, travelling, cooking and reading when he has any spare time.