Meet your team
Nick Levens
Chartered Wealth Manager & Branch Principal
Nick Levens has worked in financial services for over 20 years having started his career in 1996. Most recently, and for the past 17 years, Nick has worked for Sanlam Private Wealth (formally Border Asset Management) where he managed investment funds of £100m on behalf of private clients, charities, trusts and corporate clients. During his time, Nick has developed an excellent skill set as a wealth manager and gained both Chartered and Fellowship status of the Chartered Institute for Securities and Investment.
The aspect of being a wealth manager Nick most enjoys is the time he spends with clients, getting to know and building strong, long-term relationships.
In his spare time Nick enjoys travelling, scuba diving, snowboarding and golf. He is married to Karen with two teenage boys and a Giant Schnauzer called Milo. Nick and Karen are also foster carers.
Michelle Tallon
Client Manager & Business Development
Michelle has worked within the financial services industry for over 21 years. Prior to joining Raymond James in 2020, Michelle spent 20 years with Sanlam Private Wealth and Border Asset Management, where she was fundamental in the implementation and ongoing care of client relationships.
Michelle has worked with Nick for over 22 years and shares a common ethos and commitment towards clients and the service they receive.
Michelle is married with 2 grown up children, although still occupying the nest. In her spare time she enjoys walking, paddle boarding, very amateur photography and an all too occasional spa day.
Jenny Curwen
Assistant Portfolio Manager
Jenny joined Raymond James Kendal in 2024. Previously she worked with Nick and Michelle for 10 years at Sanlam Private Wealth in Kirkby Lonsdale, working in both client administration and portfolio management, before taking a career break to look after her young children. She holds the CISI Investment Advice Diploma and the Level 6 Certificate in Private Client Investment Advice and Management. Jenny is delighted to be able to bring her previous experience into the business at Raymond James Kendal and is looking forward to building up an in depth knowledge of our clients and providing a first class client service.
Prior to starting her career in the wealth management industry Jenny graduated from Durham University with a joint honours degree in History and Politics. Jenny is married to Mark and together they have three young children. In their free time they enjoy getting out and exploring outdoors in the South Lakes and Morecambe Bay regions.
