Bristol Office Team

Will Bragg

Associate Investment Manager

I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios.

Matt Ellis

Senior Investment Director

I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.

Tom Freedman

Senior Investment Director

I manage investment portfolios on behalf of private individuals, IFAs, trusts, personal pensions and small charities. Alongside traditional investment portfolios, I have a keen interest in Socially Responsible Investment (SRI) and Thematic Investment solutions.

Miles Nesbitt

Senior Investment Director

I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec’s in-house research and are tailored to meet the individual needs of my clients.

Andrew Theban

Associate Investment Manager

I work alongside a Senior Investment Director covering a wide range of clients including high-net-worth individuals, pensions, ISAs, bond portfolios, charities and corporate clients.

Mark Tomlinson

Business Development Director

I work closely with our Investment Directors and liaise with professional advisers, accountants and solicitors to provide tailored investment solutions for clients. I build and manage long-term relationships with mutually beneficial outcomes. Working with third party professionals, I look to tailor our solutions around their client needs.

Carl Tremlin

Financial Planning Director

Based in Bristol, I am responsible for delivering financial planning and structuring advice to new and existing clients - typically those with more complex affairs.

Working closely with legal and tax professionals, I specialise in tax-efficient investing, retirement planning and Inheritance Tax planning strategies. 

Sam Wright

Senior Investment Director, Office Head

My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.