Ian Burrows

Senior Investment Director

As a specialist charity investment manager, I aim to help Charities and other non-profit groups to make a difference. Primarily this is by providing strategic advice as well as the tailored management of their investments to generate income and/or capital and to achieve their financial goals. I believe that the best advice only comes after gaining a thorough understanding of each organisation’s needs, including tolerance of risk, approach to responsible investment and any other unique requirements.

Ross Coombes

Head of Office and Senior Financial Planning Director

I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner my focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick.

By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals. It is vital to understand my client's current position and where they would like to get to, whether that be funding for retirement, determining if they have enough to retire, or passing money down the generations' tax efficiently. This is an ongoing process that will be refined and amended each year where appropriate, through navigating life's challenges.

Charles Heaton

Divisional Director

My area of expertise is in direct UK and international equities with a focus on long-term performance and capital preservation. I have built up a loyal client base, often with several generations of families, as their trusted adviser due to demonstrably good results across a range of risk profiles from the ultra cautious client to those that want to take risks for high growth. My strengths lie in being a good listener, really understanding the needs and concerns of clients and formulating a strategy to deliver a good long term outcome.

Nicholas Jones

Divisional Director

I manage portfolios on behalf of a wide range of private clients including pensions, trusts and offshore bonds on both a discretionary and advisory basis.

Andrea Lobb

Investment Director

I specialise in managing portfolios on a discretionary basis for private individuals, trusts and charities. My role is to help clients fulfil their aspirations, both in the short and long term. All aspects of their financial situation are assessed alongside a willingness to tolerate risk in the pursuit of their aims before a tailored investment portfolio is constructed. As life evolves so may my client’s needs and requirements. In these cases, and to ensure the best possible outcome, I will work with my financial planning colleagues offering a well-rounded, cohesive solution which addresses all elements of an individual’s financial well-being.

Martin Lord

Senior Investment Director

I’m a founding director of the Birmingham office, with more than 25 years’ experience of managing segregated investment portfolios. During this time, I’ve specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I’m supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives. My growing charity client base includes educational organisations, religious orders, hospices, industry training councils, and family and general purpose trusts.

Michael Matthews

Investment Director

I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create. Working closely with clients to determine the investment objective and risk approach is key, not just at the start of the journey, but at various junctions along the way.

Mark Northover

Senior Investment Director

I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.

Gareth Price

Associate Investment Director

I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.

Rupinder Rai

Advice Assurance Manager

As a Paraplanner, my priority is to support Financial Planners in helping clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help the Financial Planner to build a tailored financial plan that suits the clients present and future needs. As a team we specialise in providing financial planning advice across all generations, reviewing their pension options pre and post retirement, wealth planning, inheritance tax planning, and life insurance. The aim is to be able to help clients achieve their dreams and aspirations whilst in the accumulation phase and more importantly for when they retire. To ensure the best possible outcome for the clients, we work closely with Investment Managers and Investec’s in-house research team to identify suitable solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.