Manchester Office Team

Jonathan Bale

Investment Director

I head up the Manchester discretionary desk, managing segregated portfolios, with responsibility for providing a comprehensive investment management service for client portfolios in accordance with agreed objectives and risk profiles. 

Simone Bilton

Associate Investment Director

My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire

Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge.

Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.

George Blythe

Associate Financial Planner

I work within the Financial Planning team in Manchester which provides holistic Financial Planning and Wealth Management for clients looking to save for retirement or invest for the future and those wishing to undertake estate and succession planning. We work with clients to understand their long term financial goals and objectives and help them establish a suitable financial plan towards meeting their financial aspirations. We work collectively with our clients to develop a relationship whereby they have control and peace of mind over their finances.

Joel Carter

Paraplanner

I work closely with financial planners, often attending client meetings to gain a greater understanding of a clients circumstances, goals and ambitions. This personal approach helps clients feel more at ease having met members of the team they will be working with. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

James Cassidy

Trainee Investment Manager

I work along side Chris and the other Investment Managers within the team assisting in the day to day management of client portfolios. This involves putting together performance valuations to send out to clients as well as detailing all the initial information into a report that clients will receive when they join Investec.

Christopher Clay

Senior Investment Director

I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation. I help create the most suitable portfolios for returns on a risk-adjusted basis using a spread of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

Stephen Field

Senior Financial Planning Director

As a Financial Planner, I believe that my role is to developing strategies to help you align your needs, values and your personal goals with every aspect of your finances.  By developing a financial roadmap with you to include a breadth of financial planning activities, often to include cashflow models, I aim to inspire confidence to allow you to make informed choices about your short term goals and long term future.  Whilst advice often comes under a banner of retirement or investment planning, inheritance tax planning strategies or transfer of wealth, what is important and indeed critical is the interaction between these specific areas, which can often lead to conflicting objectives.  This is where my expertise lies and where I can add value to help you achieve your goals.

Richard Goodier

Senior Investment Director

I’m part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.

Richard Greenhalgh

Divisional Director

I’m the director in charge of managing our Manchester office as well as being responsible for managing significant funds for Investec clients. I look after the assets of private individuals and trusts as well as personal pension schemes and charities. Additionally, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. The establishment of a strong relationship with my clients is of paramount importance, however working as part of a broader team is also critical to ensure that their needs can be met at all times.

Gabriela Gyurova

Investment Manager

As an Investment Manager, within the team we manage investment portfolios and client relationships on behalf of private individuals, clients of IFAs, trusts, pension schemes & charities. My role includes working with clients towards achieving their investment objectives whilst ensuring their investment portfolio is constructed in a way to meet their personal & financial requirements.

Michelle Hallam

Advice Assurance Associate

I have worked at Investec for three and a half years, starting as a Paraplanner and progressing to Senior Paraplanner in October 2021. As a Paraplanner you work closely with the financial planners to gain an understanding of a clients circumstances, goals and ambitions to enable you to undertake research and provide a recommendation for the client. I have recently moved into the Advice Assurance Team and part of my role is to review recommendation reports issued to clients across the company to ensure that the advice being given is relevant and meets the clients objectives and ensuring the information is clear and easy for the client to understand.

Dominic Hughes

Senior Investment Director

I specialise in looking after and managing the investments for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. I have relationships with private clients, trusts, pension funds and working with both professional intermediaries and key client advisers. From the Manchester office, I build the most suitable portfolios for clients using a range of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products. I look after clients across different stages of their lives from starting to save, through a professional career, life changing events and into retirement as well as looking to the next generation.  

Carl Mitchell

Investment Management Director

As an Investment Management Director, my priority is to help my clients achieve their financial goals. By understanding their current position, attitude to risk, financial requirements and investment objectives, I help them to build a tailored investment portfolio that suits their present and future needs.

My pride and commitment to high-quality service is supported and well-resourced by my team of dedicated investment and administrative professionals.

I specialise as a Discretionary Fund Manager (DFM), often working alongside Independent Financial Advisers in order to ensure the best possible outcome for clients. I provide bespoke, tax efficient DFM services for a number of private individuals, trusts, pension schemes, corporate company accounts & registered charities.

Tricia Mosley

Paraplanner

I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client’s circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

Jessica Pearson

Investment Manager

I have been a part of the Manchester Portfolio Management Team since 2022. We manage discretionary assets for a range of private clients, charities and businesses, constructing and implementing investment strategies based upon their unique circumstances.

Rebecca Penza

Investment Director

I am part of a team who manage assets on a discretionary basis, providing an investment management service in accordance with the clients agreed objective and risk profile.

Preeti Rathi

Senior Investment Director

I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.

Jack Roper

Investment Manager

I am in the process of gaining the necessary qualifications and experience in order to be able to provide investment advice to clients in the future. I am currently studying for the Investment Advice Diploma which will be followed by the Chartered Wealth Manager qualification.

Richard Sheeran

Senior Financial Planning Director

As a Chartered Financial Planner, my ethos is simple and centres on understanding what the client wants to achieve and setting objectives to support those outcomes. At Investec we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position.

Specialist areas that form part of my practice include:

• Tax and investment planning
• Estate and succession planning
• Retirement solutions

A successful wealth management strategy combines the skills and expertise of financial planning with a robust investment management process to deliver a framework to maximise the probability of an individual meeting their aspirations. To this end, my role often incorporates working closely alongside our Investment Managers to help clients maximise their wealth.

Andy Stevenson

Financial Planning Director

Over the past 2 decades, the most important thing I have learnt is the importance of really understanding my clients' objectives and ultimately, what they are trying to achieve. As a financial planner, it is my job to help clients achieve those goals.

Charlotte Tague

Investment Director

I manage assets on both an Advisory and Discretionary basis, specialising in Private Individuals, Trusts, Pensions and Charities.

Ellie Walker

Paraplanner

I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client’s circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

Richard Wilde

Investment Director

I am an investment director based in our Manchester office with over 20 years experience. I aim to provide outstanding service to my clients, working closely together to produce the right investment outcome.