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Belfast Office Team
Investec Wealth & Investment
Our Belfast team have a wide ranging skillset and a combined experience of over 250 years in Financial Planning and Investment Management. You can trust us to understand your needs and ambitions, and to provide you with advice you can rely on.
Cathy Brennan
Associate Financial Planning Director
I am part of the financial planning team based in Belfast. I help private clients and business owners to achieve their financial goals through a tailored financial plan, in order to protect and maintain their lifestyle, and leave a lasting legacy to loved (and unloved) ones. I have expertise in advising on retirement planning, tax-flavoured and tax-efficient investment planning, as well as inter-generational and estate planning.
Being open, honest and giving has helped me make strong connections in my personal and business network. I have an extensive network of tax advisers, accountants and lawyers in Northern Ireland and I put the client at the centre when working with these trusted professional advisers so that we can all add value and provide advice.
I am practical, intuitive, empathetic and compassionate in my dealings with clients, adding value to their financial planning proposition. This is evident from an external testimonial in the Chambers & Partners High Net Worth Review, which stated "Cathy Brennan has great patience and empathy in dealing with clients".
In 2020 I was awarded ‘Highly Commended - Financial Adviser of the Year 2020 for Scotland & Northern Ireland’ at the Professional Adviser’s Women in Financial Advice Awards 2020. I am absolutely delighted to receive this honour and it's a privilege getting to know clients, colleagues and professional advisers, and to form long-standing relationships where we can share our expertise and add real value and depth to provide trusted advice.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
Cathy Brennan
Associate Financial Planning Director
I am part of the financial planning team based in Belfast. I help private clients and business owners to achieve their financial goals through a tailored financial plan, in order to protect and maintain their lifestyle, and leave a lasting legacy to loved (and unloved) ones. I have expertise in advising on retirement planning, tax-flavoured and tax-efficient investment planning, as well as inter-generational and estate planning.
Being open, honest and giving has helped me make strong connections in my personal and business network. I have an extensive network of tax advisers, accountants and lawyers in Northern Ireland and I put the client at the centre when working with these trusted professional advisers so that we can all add value and provide advice.
I am practical, intuitive, empathetic and compassionate in my dealings with clients, adding value to their financial planning proposition. This is evident from an external testimonial in the Chambers & Partners High Net Worth Review, which stated "Cathy Brennan has great patience and empathy in dealing with clients".
In 2020 I was awarded ‘Highly Commended - Financial Adviser of the Year 2020 for Scotland & Northern Ireland’ at the Professional Adviser’s Women in Financial Advice Awards 2020. I am absolutely delighted to receive this honour and it's a privilege getting to know clients, colleagues and professional advisers, and to form long-standing relationships where we can share our expertise and add real value and depth to provide trusted advice.
Ryan Cornett
Investment Director
I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.
Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.
John Cubitt
Senior Investment Director
I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
Paul Kerr
Paraplanner
I work within the financial planning team in Belfast which specialises in all aspects of financial planning and wealth management for clients. I assist my team with technical research and I write recommendation reports specific to each client's individual needs and financial objectives.
Stephen McCallum
Financial Planning Director
I work closely with professionals, entrepreneurs and business owners to bring confidence and clarity to their medium to long term financial plans. In 2019 several of my clients successfully sold their various business interests to private equity and I worked with them to create highly personalised, long term plans to replace their income streams, and plan for both their future and that of their future generations.
Marie Ireland
Investment Director
I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Paul Kerr
Paraplanner
I work within the financial planning team in Belfast which specialises in all aspects of financial planning and wealth management for clients. I assist my team with technical research and I write recommendation reports specific to each client's individual needs and financial objectives.
Stephen McCallum
Financial Planning Director
I work closely with professionals, entrepreneurs and business owners to bring confidence and clarity to their medium to long term financial plans. In 2019 several of my clients successfully sold their various business interests to private equity and I worked with them to create highly personalised, long term plans to replace their income streams, and plan for both their future and that of their future generations.
Nicola McMurray
Investment Director
My priority is to understand my clients’ current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities. I work closely with both our in-house financial planners and external financial advisers, solicitors and accountants, utilising tax efficient options such as ISAs, SIPPs, Bonds and IHT planning portfolios, where appropriate, as part of an overall wealth management strategy.
Lavina Moore
Senior Investment Director
As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.
Adrian O'Neill
Senior Investment Director
As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.
Nicola McMurray
Investment Director
My priority is to understand my clients’ current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities. I work closely with both our in-house financial planners and external financial advisers, solicitors and accountants, utilising tax efficient options such as ISAs, SIPPs, Bonds and IHT planning portfolios, where appropriate, as part of an overall wealth management strategy.
Lavina Moore
Senior Investment Director
As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.
Adrian O'Neill
Senior Investment Director
As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.
Joe Robinson
Senior Financial Planning Director
As well as managing the Financial Planning department within the Belfast office, I advise clients on their retirement planning opportunities through the use of tax efficient vehicles to encompass personal pensions, SIPPs and drawdown plans. I also advise clients and their families on inheritance tax mitigation strategies to pass wealth down the next generation. By combining my experiences in the areas of retirement and estate planning, I can tailor a bespoke tax and investment portfolio to meet client objectives, and utilise the in-house discretionary fund management services to maximise returns.
Leigh Yeaman
Divisional Director
I am the Head of the Belfast office and I also manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.
Peter Rainey
Investment Director
I manage investment portfolios for private clients and trusts, corporate clients and other investment structures.
Joe Robinson
Senior Financial Planning Director
As well as managing the Financial Planning department within the Belfast office, I advise clients on their retirement planning opportunities through the use of tax efficient vehicles to encompass personal pensions, SIPPs and drawdown plans. I also advise clients and their families on inheritance tax mitigation strategies to pass wealth down the next generation. By combining my experiences in the areas of retirement and estate planning, I can tailor a bespoke tax and investment portfolio to meet client objectives, and utilise the in-house discretionary fund management services to maximise returns.
Leigh Yeaman
Divisional Director
I am the Head of the Belfast office and I also manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.
Important information
The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.