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Meet the Team

Chris-C

Chris Collins Chartered FCSI

Investment Manager
Greg-M

Greg Mahon Chartered FCSI

Investment Manager & Branch Principal
Ian-C

Ian Creswick Chartered MCSI

Senior Investment Analyst
Rebecca-C.jpg

Rebecca Carvey Chartered MCSI

Head of Client Services
Sarah-S

Sarah Shelton-Agar

Private Client Executive

Investment Committee

Greg is part of an investment committee together with some other branch members from the Raymond James group. This encourages and allows an exchange of ideas and knowledge for the benefit of clients. It helps support a robust investment process and helps foster the best investment ideas. Greg chairs the Investment Committee and the committee consists of Greg Mahon, Nicola Tomlin, Richard Fowler, Chris Collins, Ian Creswick and various other investment professionals from the three offices.
Nicola-Tomlin

Nicola Tomlin

Investment Committee
Richard-Fowler

Richard Fowler

Investment Committee

Chris Collins Chartered FCSI

Investment Manager

25 Years Experience

Chris joined Raymond James Chichester in 2024. He is an investment manager and sits on the investment committee. Chris spends much of his time managing client portfolios.

Chris works closely with the other members of the investment committee implementing the agreed strategy for each client.

After graduating, Chris worked in industry assisting with the family business before starting his career in the investment industry towards the end of 2001 at large law firm in Brighton. Chris then moved to Ashcourt Asset Management which eventually became Evelyn Partners. 

He has worked predominantly in the Discretionary sector, managing portfolios for private clients, pension funds and trusts, as well as undertaking investment research. 

Chris has a deep understanding of global economics, asset allocation, fund and stock selection and performance analysis.

Chris is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. He also holds the Investment Management Certificate.

Greg Mahon Chartered FCSI

Investment Manager & Branch Principal

35 Years Experience

Greg established Raymond James, Chichester in March 2020 to manage investment portfolios for private individuals, associated family trusts and pensions, as well as charity clients.

Greg sits on the investment committee and spends the majority of his time managing client portfolios.

Greg has spent his entire career the financial industry, the majority of which has been in wealth management, having started in institutional stockbroking. 

Until November 2020, Greg was head of Rathbone’s investment management business in Chichester where he had worked for 17 years, both as regional head and an investment director.

Prior to Rathbones, Greg worked for Premier Asset Management for 3 years developing its private client business, and before that, Greg spent 9 years working for Murray Johnstone Private Investors both in London & Glasgow and was one of two principals responsible for establishing the private client business at the HQ in Glasgow. 

He has also worked for Smith New Court (now Merrill Lynch) both in market making and institutional sales-trading.

Greg is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. He is also an IMC member of the CFA (Chartered Financial Analyst) Society of The UK.

Ian Creswick Chartered MCSI

Senior Investment Analyst

40 Years Experience

Ian joined Raymond James Chichester in 2020 as a Senior Investment Analyst. 

Ian sits on the investment committee and has input into the investment process at both a macroeconomic level as well as stock and fund selection. Ian is responsible for ensuring the investment process is up-to-date and in line with global economic thinking and asset allocation.

Ian has spent his entire career in investment management and banking. He has a wide knowledge of markets, taxation and financial affairs of private clients, trusts and charities. Ian is skilled in investment strategy, asset allocation and fund selection.

Before joining Raymond James, Ian worked for Thesis Asset Management, as a Research Analyst where his responsibilities included direct UK equity selection and managed funds, sitting on various investment committees. Prior to this role, Ian was an Investment Manager providing portfolio management for private clients, trusts and charities. 

Ian is a Chartered Member of the Chartered Institute for Securities & Investment. Ian has attained the Trustee & Investment Diploma 1990, and Banking Diploma 1985 from the Chartered Institute of Bankers now Institute of Financial Services.

Ian has an MA from Merton College, Oxford University, where he studied Classics and Theology.

Rebecca Carvey Chartered MCSI

Head of Client Services

30 Years Experience

Rebecca is Head of Client Services, ensuring clients receive a high-level service and has complete oversight of operational matters. She attends various client meetings, and internal meetings and is fully appraised of the investment team’s current thinking. 

Until October 2018, Rebecca worked for Rathbones, her final role as BDO (Branch Designated Officer). Rebecca started her career at Rathbones in 1998 as executive assistant to a team of investment directors. She then moved to London in 2000 for a similar role where she was an active member of Finance 4 Women. 

During her 20 years at Rathbones, Rebecca became one of the most senior Client Service Executives in the Rathbones Group. As well as assisting the investment directors in a client facing role, Rebecca was BDO, responsible for the internal compliance procedures within the office. She was also Regional Marketing co-ordinator, leading all marketing initiatives and events for the Chichester office.

Rebecca is a Chartered Member of the Chartered Institute for Securities & Investment, she holds the SFA Registered Representatives Examination, the CISI Diploma Compliance examination, and is an alumna of the Royal Society of Arts (RSA) with a Higher Diploma in Administration and Secretarial Procedures.

Sarah Shelton-Agar

Private Client Executive

25 Years Experience

Sarah joined Raymond James, Chichester in January 2024 as a Private Client Executive.

Sarah works with the investment team establishing and on-boarding clients and helping build and maintain client relationships. She is fully appraised of the investment team’s current thinking and attends investment meetings, and administration and client support meetings.

Sarah also works with Greg to implement business development opportunities, promotional literature and marketing events, along with client hospitality and entertaining.

Sarah comes from a background of working closely with Family Offices, HNW and UHNW individuals attending numerous international events and maintaining a high level of client service and support. Sarah worked with the Global Partnership Group and Pigeon Hill, both exclusive Family Office companies.

Immediately prior to joining Raymond James Chichester Sarah set and ran a Foundation dealing with Mental Health and comes with a broad experience of the charitable sector.

Nicola Tomlin

Investment Committee

Nicola is a Chartered Fellow of the CISI and a Chartered Wealth Manager and has been looking after clients for over 30 years. Nicola began her career at Charles Stanley and in 2016 was one of the founding partners of Raymond James, Solent. In 2019 she then established Raymond James, Hart – a branch of Raymond James in Hampshire.

Richard Fowler

Investment Committee

Richard Fowler began his career in 1989, in the City with UBS Phillips & Drew. After leaving London in 1994 he spent time at Albert E Sharp and Charles Stanley. Based in and around Gloucestershire he manages portfolios for Private Clients, charities and trusts either directly, or in conjunction with clients’ other professional advisers. Richard joined the Raymond James, South Cotswolds Office in 2017.

Whilst he hung up his boots a long time ago, Richard has retained his involvement with local football through his role as Welfare Officer for Rodborough Youth FC. As his three children are now in their twenties, he is enjoying a little more spare time, often spent exploring the Cotswolds (and beyond) by motorcycle.

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