After 18 years practicing as a Jersey advocate specialising in commercial law with particular focus on trust law, David took the opportunity to acquire an interest in and a directorship of VALLA in 2008. Outside of work David has difficulty in allocating his time between a number of activities including fishing, boating, navigating in motor rallies, gardening, football, golf, rugby, birding, travelling and gastronomic pursuits generally.
Charles holds a BSc (Hons) in Financial Services, is an Associate of the Chartered Institute of Bankers and a member of the Society of Trust and Estate Practitioners and has worked in the financial services industry for over 30 years in private client wealth management and planning. Charles has particular experience in dealing with clients from the Far East and enjoys the technical aspects of planning and structuring for families to ensure their specific needs are met.
Away from work and family commitments, Charles enjoys a very active lifestyle which includes going to the gym, cycling, kayaking, paddle boarding, photography and enjoying his collection of motorcycles.
After leaving the Royal Navy Mark commenced his work in the finance industry in 1990 as a book keeper. He qualified as an accountant in 1998 after moving into client administration and joined VALLA as finance and a client administration director in 2008. As a keen golfer he now tries to play a round of golf in every country he visits. With two young children he does not have much time to undertake other sporting activities but enjoys the sight seeing whilst driving his children to their social gatherings.
A member of STEP, the Institute of Financial Services and holder of an IAC from the Securities Institute, Peter has worked in the fiduciary services industry for over 40 years, focusing mainly on private client and family services. A keen sportsman actively participating in golf and involved behind the scenes in football, Peter also enjoys travelling, good food and wine shared with family and friends.
A member of STEP and a qualified accounting technician, Grainne has worked in the financial services industry for over 18 years, specialising in private client and corporate real estate services.Grainne has particular experience in dealing with the sensitivities of family trusts and the dynamics that can arise from these. A keen cyclist, Grainne also enjoys travelling and walking with her dogs and if she has any spare time can be found watching rugby matches.
A qualified member of STEP, Nathan has worked in the financial services industry for 20 years. Regularly away from the office on business, Nathan enjoys interacting and working with clients and advisors alike to build strong and lasting relationships. Away from work Nathan is kept busy at home with family commitments, but originating from Leicester always takes time to check on the progress of Leicester City and Leicester Tigers.
A qualified accountant and member of STEP, Alison has worked in the finance industry for over 30 years. Having recently retired as Managing Director, Alison will continue to be involved in a general business advisory role and will also be assisting with the long term strategic planning for VALLA.
David has over 35 years’ experience in the financial services industry and during his 23 years in Guernsey held senior positions with the offshore divisions of two FTSE listed banks. David achieved the Institute of Directors Diploma in Company Direction in 2002 (Dip.IoD), and has assisted VALLA as a consultant since 2014 in a general business advisory and strategic planning capacity. David enjoys playing tennis, gardening and spending time with his family which he is able to do having retired from full time employment in 2014.
A seasoned industry professional with over 25 years’ experience, Mathew embarked on a financial services career after leaving the British Army. Mathew spent 10 years in the asset management business before focusing on financial services regulation where he spent seven years working for the regulatory body known as the Jersey Financial Services Commission in the capacity as senior manager responsible for the day to day oversight of Jersey regulated financial services businesses.
Mathew is a regular speaker at compliance seminars and is a Fellow of the Chartered Institute for Securities and & Investment.
Hazel has worked in the finance industry for over 20 years, predominantly in the trust and company sector. Since joining VALLA she now focuses on risk and is working towards a compliance qualification. Her outside interests include soft furnishings, art deco and interior design.
Alison qualified as an ACCA in 2016 having worked in the finance industry in the trust and company sector for the past 15 years. Alison joined the company in 2009 and has been instrumental in running the sports and social club. Alison enjoys swimming, running, reading, food and wine.
Julie has worked in the finance industry for over 20 years and obtained her STEP diploma in 2003. Having previously held a role as assistant manager Julie’s focus is now applying her extensive industry knowledge as a project and administration support officer, working with compliance and the client administration teams. Julie is a keen walker taking part in many charity walks in Jersey and enjoys worldwide travel and has an extensive collection of scarfs and pashminas acquired from her travels.
Richard has worked in the finance industry for almost 40 years, in a variety of roles but predominantly in trust and company administration. Richard spends most of his free time with his family but is a keen golfer and likes to get out on the course when time (and the wife) allows. He also has a keen interest in food and drink and is a member of CAMRA. Other interests also include photography, travel, fishing and football (he has been a Leeds United supporter since he was 7 years old).
Having joined VALLA in November 2014 after completing his A-Levels, Curtis has now finished his professional studies and is STEP qualified. Curtis has a broad knowledge but in particular administers corporate clients and real estate entities, together with more complex private client structures. Away from work, Curtis enjoys a very active lifestyle and was lucky enough to go to the 2014 FA Cup final which Arsenal won!
Jules has been working in the finance industry for 9 years, specialising in the private client sector, and is currently studying for her STEP diploma. Jules administers a wide variety of client portfolios, but focuses primarily on investment and property portfolios and trusts.
In her spare time Jules reads and paints and is a former graphic designer with a BA in Visual Communication.
Having graduated from the University of West England in 2014 with a second class honours degree in Animal Science (BSc Hons), Harry returned to Jersey to find an industry that would challenge and interest him and has since completed the ICSA certificate qualification. Harry administers a varied client portfolio including Formula 1 personalities and connected activities, to traditional private client trust and companies, yacht and property holding.
In his spare time Harry enjoys boating and wakeboarding around Jersey when the weather permits.
Cameron joined VALLA in November 2015 after a short period living in America after finishing A-levels and is currently studying for his STEP diploma. In November 2017, Cameron was recognized by STEP Jersey as the joint top scoring student in the STEP Certificate in International Trust Management exam.
Abbie joined VALLA in August 2016 after completing her A-levels and is currently studying for her STEP diploma. Abbie administers a varied client portfolio including Formula 1 personalities and connected activities, to traditional private client trust and companies, art and property holdings.
Abbie’s enthusiasm and attention to detail has meant she is heavily involved in complex client arrangements and supporting the managers of the wider team. In her spare time Abbie enjoys travelling, going to the gym and walking the family dogs.
Harry joined VALLA in July 2016 after completing his A-levels and is currently studying for his STEP diploma. Harry supports the client services team with daily administration. Harry is enthusiastic about motorcycles and likes to keep fit in his spare time.