Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
Faye Church
Senior Financial Planning Director
I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees.
Faye Church
Senior Financial Planning Director
I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees.
Joanne Cockerell
Office Support Lead
I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm’s wider investment processes through sitting on the firm’s Settlement Committee and Administration Forum.
Joanne Cockerell
Office Support Lead
I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm’s wider investment processes through sitting on the firm’s Settlement Committee and Administration Forum.
Nadine Collins
Financial Planning Director
For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.
Nadine Collins
Financial Planning Director
For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.
Simon Connor
Senior Investment Director
I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
Simon Connor
Senior Investment Director
I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
Joe Davies
Senior Investment Director
I build and manage portfolios for private clients, trusts, companies and charities.
Joe Davies
Senior Investment Director
I build and manage portfolios for private clients, trusts, companies and charities.
Fen Sung
Senior Investment Director
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Fen Sung
Senior Investment Director
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Miriam Wooster
Senior Investment Assistant
I provide investment and general assistance to an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.
Miriam Wooster
Senior Investment Assistant
I provide investment and general assistance to an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.
Faye Church
Senior Financial Planning Director
I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees.
Faye Church
Senior Financial Planning Director
I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees.
Joanne Cockerell
Office Support Lead
I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm’s wider investment processes through sitting on the firm’s Settlement Committee and Administration Forum.
Joanne Cockerell
Office Support Lead
I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm’s wider investment processes through sitting on the firm’s Settlement Committee and Administration Forum.
Nadine Collins
Financial Planning Director
For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.
Nadine Collins
Financial Planning Director
For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.
Simon Connor
Senior Investment Director
I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
Simon Connor
Senior Investment Director
I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
Joe Davies
Senior Investment Director
I build and manage portfolios for private clients, trusts, companies and charities.
Joe Davies
Senior Investment Director
I build and manage portfolios for private clients, trusts, companies and charities.
Fen Sung
Senior Investment Director
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Fen Sung
Senior Investment Director
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Miriam Wooster
Senior Investment Assistant
I provide investment and general assistance to an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.
Miriam Wooster
Senior Investment Assistant
I provide investment and general assistance to an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.
Faye Church
Senior Financial Planning Director
I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees.
Joanne Cockerell
Office Support Lead
I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm’s wider investment processes through sitting on the firm’s Settlement Committee and Administration Forum.
Nadine Collins
Financial Planning Director
For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.
Simon Connor
Senior Investment Director
I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
Joe Davies
Senior Investment Director
I build and manage portfolios for private clients, trusts, companies and charities.
Fen Sung
Senior Investment Director
Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.
Miriam Wooster
Senior Investment Assistant
I provide investment and general assistance to an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.
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.