Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
Amy Brown
Paraplanner
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients’ financial situations and complete technical reports. The team works closely with clients’ Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client’s Investec journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
Amy Brown
Paraplanner
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients’ financial situations and complete technical reports. The team works closely with clients’ Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client’s Investec journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
Tanith Cheetham
Associate Financial Planner
Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day’, what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day’ becomes ‘Today’, helping you to make those hopes and dreams into a reality.
Tanith Cheetham
Associate Financial Planner
Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day’, what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day’ becomes ‘Today’, helping you to make those hopes and dreams into a reality.
Sebastian Culpan-Scott
Investment Manager
I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient.
Sebastian Culpan-Scott
Investment Manager
I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient.
Suzanne Flook
Senior Paraplanner
As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.
Suzanne Flook
Senior Paraplanner
As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.
Leigh-Ann Gaskins
Wealth Administrator
As a Wealth Administrator, I work closely with the South West regional Financial Planning Team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the clients Investec journey and beyond as their needs change. I am also here to help clients with any administration queries should they any need assistance.
Leigh-Ann Gaskins
Wealth Administrator
As a Wealth Administrator, I work closely with the South West regional Financial Planning Team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the clients Investec journey and beyond as their needs change. I am also here to help clients with any administration queries should they any need assistance.
Tristan George
Head of Office
As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.
Tristan George
Head of Office
As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
James Jenkins
Paraplanner
My goal is to assist Financial Planners in the South West region to construct bespoke financial strategies for our clients to help meet their personal objectives. Together, we will analyse an individual’s existing arrangements to assess if you are on the right track and how we can improve your current position with simple but effective solutions.
James Jenkins
Paraplanner
My goal is to assist Financial Planners in the South West region to construct bespoke financial strategies for our clients to help meet their personal objectives. Together, we will analyse an individual’s existing arrangements to assess if you are on the right track and how we can improve your current position with simple but effective solutions.
James Neale
Investment Manager
I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction. I am a chartered member of the CISI.
James Neale
Investment Manager
I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction. I am a chartered member of the CISI.
Mike Radford
Investment Manager (Discretionary)
I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.
Mike Radford
Investment Manager (Discretionary)
I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.
Neil Ricketts
Senior Investment Administrator
In liaison with our settlements office, I undertake all probate sales for our Cheltenham office, focusing on execution-only trades.
Neil Ricketts
Senior Investment Administrator
In liaison with our settlements office, I undertake all probate sales for our Cheltenham office, focusing on execution-only trades.
Ian Stewart
Senior Financial Planning Director
As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs.
I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.
To ensure the best possible outcome for my clients I work closely with Investment Managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Ian Stewart
Senior Financial Planning Director
As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs.
I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.
To ensure the best possible outcome for my clients I work closely with Investment Managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Natalie Strong
Investment Administrator
Natalie joined Investec in November 2021. She provides administrative support to the whole office and has 5 years of experience in financial services. Natalie enjoys gardening, crochet and spending time with family and friends.
Natalie Strong
Investment Administrator
Natalie joined Investec in November 2021. She provides administrative support to the whole office and has 5 years of experience in financial services. Natalie enjoys gardening, crochet and spending time with family and friends.
James Swaby
Senior Investment Director
I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.
James Swaby
Senior Investment Director
I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.
Owen Tucker
Paraplanner
As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Owen Tucker
Paraplanner
As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Mark Walsh
Investment Director
My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Investec's comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.
Mark Walsh
Investment Director
My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Investec's comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.
Amy Brown
Paraplanner
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients’ financial situations and complete technical reports. The team works closely with clients’ Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client’s Investec journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
Amy Brown
Paraplanner
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients’ financial situations and complete technical reports. The team works closely with clients’ Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client’s Investec journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
Tanith Cheetham
Associate Financial Planner
Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day’, what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day’ becomes ‘Today’, helping you to make those hopes and dreams into a reality.
Tanith Cheetham
Associate Financial Planner
Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day’, what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day’ becomes ‘Today’, helping you to make those hopes and dreams into a reality.
Sebastian Culpan-Scott
Investment Manager
I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient.
Sebastian Culpan-Scott
Investment Manager
I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient.
Suzanne Flook
Senior Paraplanner
As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.
Suzanne Flook
Senior Paraplanner
As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.
Leigh-Ann Gaskins
Wealth Administrator
As a Wealth Administrator, I work closely with the South West regional Financial Planning Team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the clients Investec journey and beyond as their needs change. I am also here to help clients with any administration queries should they any need assistance.
Leigh-Ann Gaskins
Wealth Administrator
As a Wealth Administrator, I work closely with the South West regional Financial Planning Team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the clients Investec journey and beyond as their needs change. I am also here to help clients with any administration queries should they any need assistance.
Tristan George
Head of Office
As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.
Tristan George
Head of Office
As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
James Jenkins
Paraplanner
My goal is to assist Financial Planners in the South West region to construct bespoke financial strategies for our clients to help meet their personal objectives. Together, we will analyse an individual’s existing arrangements to assess if you are on the right track and how we can improve your current position with simple but effective solutions.
James Jenkins
Paraplanner
My goal is to assist Financial Planners in the South West region to construct bespoke financial strategies for our clients to help meet their personal objectives. Together, we will analyse an individual’s existing arrangements to assess if you are on the right track and how we can improve your current position with simple but effective solutions.
James Neale
Investment Manager
I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction. I am a chartered member of the CISI.
James Neale
Investment Manager
I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction. I am a chartered member of the CISI.
Mike Radford
Investment Manager (Discretionary)
I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.
Mike Radford
Investment Manager (Discretionary)
I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.
Neil Ricketts
Senior Investment Administrator
In liaison with our settlements office, I undertake all probate sales for our Cheltenham office, focusing on execution-only trades.
Neil Ricketts
Senior Investment Administrator
In liaison with our settlements office, I undertake all probate sales for our Cheltenham office, focusing on execution-only trades.
Ian Stewart
Senior Financial Planning Director
As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs.
I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.
To ensure the best possible outcome for my clients I work closely with Investment Managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Ian Stewart
Senior Financial Planning Director
As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs.
I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.
To ensure the best possible outcome for my clients I work closely with Investment Managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Natalie Strong
Investment Administrator
Natalie joined Investec in November 2021. She provides administrative support to the whole office and has 5 years of experience in financial services. Natalie enjoys gardening, crochet and spending time with family and friends.
Natalie Strong
Investment Administrator
Natalie joined Investec in November 2021. She provides administrative support to the whole office and has 5 years of experience in financial services. Natalie enjoys gardening, crochet and spending time with family and friends.
James Swaby
Senior Investment Director
I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.
James Swaby
Senior Investment Director
I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.
Owen Tucker
Paraplanner
As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Owen Tucker
Paraplanner
As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Mark Walsh
Investment Director
My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Investec's comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.
Mark Walsh
Investment Director
My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Investec's comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.
Amy Brown
Paraplanner
As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients’ financial situations and complete technical reports. The team works closely with clients’ Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client’s Investec journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.
Tanith Cheetham
Associate Financial Planner
Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day’, what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day’ becomes ‘Today’, helping you to make those hopes and dreams into a reality.
Sebastian Culpan-Scott
Investment Manager
I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as manage funds for charities and endowments. My aim is to help clients meet their long-term goals and objectives, whilst also helping them to build positive investment habits. By getting an understanding of a client’s current position, requirements and financial goals, we are able to create bespoke portfolios that are structured to meet their objectives, whilst also remaining tax efficient.
Suzanne Flook
Senior Paraplanner
As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.
Leigh-Ann Gaskins
Wealth Administrator
As a Wealth Administrator, I work closely with the South West regional Financial Planning Team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the clients Investec journey and beyond as their needs change. I am also here to help clients with any administration queries should they any need assistance.
Tristan George
Head of Office
As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.
Zoë Howard
Business Development Manager
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
James Jenkins
Paraplanner
My goal is to assist Financial Planners in the South West region to construct bespoke financial strategies for our clients to help meet their personal objectives. Together, we will analyse an individual’s existing arrangements to assess if you are on the right track and how we can improve your current position with simple but effective solutions.
James Neale
Investment Manager
I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction. I am a chartered member of the CISI.
Mike Radford
Investment Manager (Discretionary)
I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.
Neil Ricketts
Senior Investment Administrator
In liaison with our settlements office, I undertake all probate sales for our Cheltenham office, focusing on execution-only trades.
Ian Stewart
Senior Financial Planning Director
As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs.
I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.
To ensure the best possible outcome for my clients I work closely with Investment Managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
Natalie Strong
Investment Administrator
Natalie joined Investec in November 2021. She provides administrative support to the whole office and has 5 years of experience in financial services. Natalie enjoys gardening, crochet and spending time with family and friends.
James Swaby
Senior Investment Director
I lead the Portfolio Management Team for the region managing a suite of strategies for private clients, trusts and charities. I also co-manage a family unit trust with my colleague Tristan George. In addition, I am a member of the Collectives Committee within Investec’s Investment & Research Office providing oversight to fund analyst recommendations for the firm.
Owen Tucker
Paraplanner
As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Ed Walker
Business Development Director
As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Mark Walsh
Investment Director
My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Investec's comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.
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.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.