About me

I assist with discretionary portfolio management on behalf of a broad range of clients. I help to ensure that each portfolio is tailored to the individual specific needs of the client, allowing clients to meet their long term objectives.

Background/Experience

I recently graduated from Swansea University with a degree in Finance. During my time at University I passed my CFA level 1 exam and interned at an asset management firm in Tokyo. I am currently studying for my Investment Management Certificate before I continue pursuing the CFA designation.

My interests

Having recently relocated to Bristol, I'm embracing the opportunity to explore the city and all it has to offer. In my spare time, you'll find me socialising with friends and engaging in various sporting activities.

My areas of expertise

Contact me via the form to learn more about...

Helping private clients with their life goals and investment choices

Get in touch


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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

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James Dodgeon

Investec is dedicated to fostering a culture of continuous growth and development for its employees.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.