Barnaby Wallis

Barnaby Wallis is a financial professional with diverse experience in the financial services sector. At Ascot Lloyd, from February 2022 to November 2024, Barnaby served as an Independent Financial Advisor, Associate IFA, and Paraplanner, contributing to an advisor team that manages over £600 million in investment assets for more than 1,500 clients. Prior to this, Barnaby worked as an Account Administrator at The Penny Group Ltd from March 2021 to September 2021, handling tasks such as processing Letters of Authority, liaising with analysis teams, and producing client reports. Earlier, Barnaby gained experience as an Enterprise Sales Representative at Hoxhunt from April 2020 to March 2021, promoting a cybersecurity SaaS product designed to enhance awareness and security against email-based attacks. Barnaby holds a Bachelor's degree in Business and Entrepreneurship from the University of Kent, completed in June 2019.