James has over 25 years’ experience in the investment finance industry and has held many senior roles in a variety of well known institutions. After a short time within banking and custody, James started working as a portfolio manager at a Jersey based Channel Islands stockbroking company, moving to a European Investment Bank and then on to a large Hedge Fund Manager with control over £700m of assets for global institutional clients. Moving back to Guernsey in 2007, James headed up the Offshore Financial Markets department of Barclays Bank until eventually moving to a locally based Fund Administration company as a Director of a new AIFMD compliant Depositary business. James is a Chartered member of the Chartered Institute for Securities and Investment and a holder of the Full IMRO Investment Management Certificate.
Marc Roxby DipPFS
Head of Private Wealth
Having worked for many years at a locally based UK bank, in the role of Private Wealth Manager, Marc moved to a local Wealth Management company in 2013 and continued to service his loyal client base. Marc has a great deal of experience in providing wealth management solutions and planning to high net worth individuals and holds multiple qualifications within the Chartered Insurance Institute. Marc has been advising private clients for over thirteen years and is Fairfield Wealth’s principle investment advisor dealing directly with the firms existing and new clients.
Joe Oliver FPFS
Having started in administration for a very large Bristol based Wealth Management firm in 2006, Joe worked his way up through the ranks gaining Chartered Financial Planner status and Fellowship of the Personal Finance Society. Within the firm, before shadowing two of the most senior financial advisers at the firm, Joe was responsible for setting up a team of analysts to investigate and make recommendations to financial advisers on pension transfers within the UK. Joe has a vast amount of experience with pensions and is AF3 qualified to advise on final salary schemes. It is this experience and technical expertise Joe brought with him to a local Wealth Management firm in Guernsey in July 2015, before becoming Director at Fairfield Wealth. Combining his UK expertise with his local knowledge, Joe has overall responsibility for the financial advice provided by Fairfield Wealth.
Head of Administration
Eleni worked with both Marc and Joe for over three years at their previous employer, providing administration support to their client base. As a confident, hardworking and proactive individual Eleni is well placed to continue providing support but also to take on many additional roles including being the point of contact for all of the businesses service providers and agencies. Eleni is continuing to develop her industry knowledge and is currently studying for the Chartered Insurance Institute advisory qualifications.