Scott Wallis

Assistant Investment Manager

Scott joined GBIM in 2021 as a Trainee Investment Manager.  After graduating from University of Exeter in 2017 with a BSc in Economics and Finance, Scott joined Saunderson House where he trained in Financial Planning.  Having sat his CII Advanced Diploma exams, he made the switch to Investment Management bringing with him experience of holistic wealth management, with a particular focus on tax efficiency for High-Net-Worth individuals, families and trusts. Scott works closely with Bertie Gore Browne to look after clients and manage portfolios, and is currently studying towards becoming a qualified Investment Manager.

Outside of work Scott is a keen sailor and, as a member of the Royal Thames Yacht Club, spends much of his free time on the water racing dinghies and keelboats.

Contact Scott

Chequers Court, 37 Brown Street, Salisbury, Wiltshire, SP1 2AS

01722 424444