Dave Harris

Dave Harris is a Business Development Manager at Octopus Investments, a role he has held since May 2014.1 He is responsible for managing the West Midlands, Herefordshire, Worcestershire, and Warwickshire areas in a field-based role.1 Harris has extensive experience in the financial services industry, having worked in the sector since the mid-1980s.1

In his current position, Harris focuses on developing relationships with Financial Intermediaries, understanding their clients' investment goals and objectives, and providing planning solutions to help meet those goals.1 He balances his time between conducting face-to-face meetings, giving presentations, attending client meetings, engaging with professional connections, and participating in webinars and industry events.1

Before joining Octopus Investments, Harris held several positions in the financial services sector, including:

1. Sales Executive at Vanguard Investments UK (September 2009 - April 2014)
2. Sales Executive at Ignis Asset Management (March 2007 - August 2009)
3. Sales Executive at Zurich Financial Services (November 2004 - February 2007)
4. Sales Executive at Prudential Assurance (March 2001 - June 2004)
5. Sales Executive at Scottish Widows (September 1985 - January 2001)1

Harris is passionate about helping people achieve their financial goals and aspirations.1 He is part of Octopus Investments, which specializes in Inheritance Tax (IHT) planning products and Venture Capital Trust (VCT) investments.1