Sheffield Office Team

Laura Atkins

Financial Planning Director

I am a Financial Planning Director, who specialises in providing tailored financial advice to private individuals, trustees and business owner.

I specialise in personal tax planning, estate planning and retirement planning.

Matthew Beddall

Divisional Director

I’m the director in charge of our Sheffield office, responsible for managing significant funds for Investec Wealth & Investment’s clients. As well as managing investments on behalf of individuals and trustees, I look after a number of large charity and pension fund clients. With my colleagues, I’ve also built the Sheffield office’s successful provision of services to independent financial advisers (IFAs) in the region.   I firmly believe in establishing a strong relationship with my clients and make sure all clients are introduced to the other members of my team to ensure their needs can be met at all times.

Cath Byrne

Paraplanner

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

Lisa Denton

Associate Financial Planning Director

I started my career in banking and successfully completed my training to become a financial advisor in 2005. I have since developed my career in wealth management particularly dealing with high net worth clients.

I pride myself on building strong client relationships which is what I consider to be my key strength and passion in my role.

At Investec my role is to build up long term relationships with my clients by firstly establishing their needs and objectives and then providing them with a tailored advice service.

Michael Derbyshire

Senior Investment Director

I manage investment portfolios for private clients, charities, trusts and pension funds, on a discretionary or advisory basis. It is important for me to personally meet prospective new clients to fully understand the individuals present financial circumstances and their future aims and objectives. This is likely to cover a number of areas such as income requirements, capital preservation, tax planning, retirement planning and providing for their family members both now, and in the future. I keep in regular contact with my clients, through whichever medium is the most appropriate, so that I am fully aware of their needs and requirements on an ongoing basis. Although I work on the investment management side of the business, I regularly introduce my financial planning colleagues to my clients, when their expertise is required.  

Jon Dunn

Senior Investment Director

I look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.

Laura Elsworth

Senior Investment Assistant

I support a team of experienced investment directors who manage assets on behalf of private individuals (both directly and through IFAs), as well as trusts and pension funds.

Darren Findlay

Senior Financial Planning Director

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client’s overall wealth. I’m responsible for advice relating to significant funds under management.

Jason Hallam

Investment Director

As an investment director, my priority is to help my clients achieve their financial goals. By understanding their current position and financial objectives, I help them to achieve this through discretionary managed portfolios. I mostly specialise in investment management, creating diversified portfolios that are bespoke to the individual client. However just as important is building lasting relationships with clients and professional advisers so that trust can be earned and maintained. Using Investec’s experienced in-house research team to identify suitable investment opportunities and matching clients’ risk profiles and objectives to their investment portfolios that will deliver for them now and in their future.  

Simon Jennings

Senior Investment Assistant

I support a team made up of an experienced divisional director and head of the Sheffield office, and a senior investment director, who manage assets on behalf of private individuals (both directly and through IFA's), as well as trusts, charities, and pension funds.

James Lanchbery

Senior Investment Director

I manage client portfolios with my team, which also offers a derivatives overlay to alter the risk and return characteristics.

Michael Lofthouse

Trainee Investment Manager

As a trainee investment manager, I work closely in a team with two senior investment directors and two associate investment directors, providing them with research, report and data management support for their large client base. I specialise in providing detailed analytics for a deeper understanding of the assets within a client’s portfolio. By taking a step back to understand the client’s current overall financial position, this allows me to identify potential changes to the structure of their portfolio, to suit their requirements and financial objectives, which I then communicate to the investment manager. To ensure the best possible outcome for the clients, I work closely with Investec’s in-house research team to identify suitable investment opportunities for each client’s portfolio, which match their risk profiles and objectives, to enable them to meet their long term financial goals. Along with continuous development through my day-to-day work, I am also working towards gaining my professional qualifications.

Jenny Markwell

Paraplanner

As a paraplanner, I support the Financial Planners in helping clients to achieve their financial goals. I assist the Financial Planners with technical research and I write recommendation reports specific to each client's individual needs and financial objectives.

Nicola Morris

Senior Investment Director

I manage portfolios on behalf of individuals, pension trusts and charities.

Sam Olley

Associate Investment Director

I work closely with my clients to understand their financial needs, providing bespoke financial plans for individuals and families alike. My priority is helping clients to maximise their assets, working with them to construct investment portfolios that will continue to meet their needs many years into the future. To ensure the best possible outcome for my clients I provide a tailored service, with solutions custom built to serve clients' unique circumstances and their particular tolerance for risk. I also work closely alongside our financial planning team, combining investment solutions with holistic advice on areas such as pensions, inheritance tax planning, and life insurance.

Andrew Ryde

Investment Director

I work closely with two senior investment directors, helping to manage a significant and expanding asset base. I liaise closely with both professional intermediaries and individual clients and now manage my own expanding client bank at Investec Wealth & Investment.

Barry Travis

Investment Director

I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.

Rob Travis

Senior Investment Director

My focus is managing clients' wealth tailored to their individual requirements and financial objectives. It is particularly important to me to achieve a close personal dialogue with my clients and a detailed understanding of their circumstances in order to develop long-term relationships based on trust. I am proud to be entrusted to assist with the financial needs of a broad range of different clients, ranging from private individuals, high net-worth families, charities, trusts, and corporate/institutional monies. One area I specialise in is working with insurance companies, in particular financial mutuals, looking to optimise risk-adjusted returns from their investments, whilst accounting for their regulatory and capital requirements in order to meet their liabilities over the long-term. As part of my role, I work closely with clients' other professional advisers, such as financial advisers, to take a holistic approach to managing their wealth, including using appropriate tax mitigation options such as ISAs, pensions and offshore bonds, where appropriate.

Dominic Watson

Senior Investment Director

I am a senior investment director based in our Sheffield Office, managing portfolios for private clients, pension funds, charities and trusts, both directly and on behalf of professional intermediaries.

Owen Wright

Senior Investment Director

I manage funds for existing clients and develop new business, providing advice to private individuals, trusts and gross funds. I’m also a member-nominated trustee of Investec’s staff pension scheme.