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Sheffield Office Team
Investec Wealth & Investment
Most of the staff in our Sheffield team have worked here their entire careers, which is testimony to the values of the company and the relationships we have built with our clients. All Investment Managers and Financial Planners possess the highest level of industry qualifications, so you can be assured that the advice and service that you receive from us is second to none.
Laura Atkins
I am an Associate 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
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
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.
I am an Associate 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.
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.
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.
Nicholas Bolton
I am responsible for setting up the initial investment strategy and for overseeing the ongoing management of investment portfolios, primarily for private clients, but also trusts, charities and pension funds. I also work closely with financial advisors and, where appropriate, the management of their client’s investment portfolios. In all aspects of my work, providing a personal service and building a trusted relationship with clients and advisors alike is paramount, not only to my job but in enabling me to deliver on their needs, meeting their expectations and ultimately achieving their investment goals.
Zachary Cawthorne
My role is to support the financial planning team through the research and analysis of client situations. I ensure my research and analysis are in a holistic manner, striving to attain the best outcome for clients in any given situation.
Lisa Denton
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.
I am responsible for setting up the initial investment strategy and for overseeing the ongoing management of investment portfolios, primarily for private clients, but also trusts, charities and pension funds. I also work closely with financial advisors and, where appropriate, the management of their client’s investment portfolios. In all aspects of my work, providing a personal service and building a trusted relationship with clients and advisors alike is paramount, not only to my job but in enabling me to deliver on their needs, meeting their expectations and ultimately achieving their investment goals.
My role is to support the financial planning team through the research and analysis of client situations. I ensure my research and analysis are in a holistic manner, striving to attain the best outcome for clients in any given situation.
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
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
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
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.
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.
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.
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
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.
Olga Gesiorska
As a trainee investment manager, I work closely with my highly skilled and experienced Investment Management collegues in Sheffield. By supporting them with day-to-day activities, I am able to continuously increase my skill set and knowledge base to become a successful investment manager. To contribute to the investment managers I help with client report creation by preparing performance figures, portfolio rebalancing, research as well as due diligence to ensure that holdings held by our clients are suitable for their goals. Through this, I acquire hands-on experience of dealing with client affairs, as well as becoming more familiar with their expectations which I strive to exceed.
Jason Hallam
As an associate 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.
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.
As a trainee investment manager, I work closely with my highly skilled and experienced Investment Management collegues in Sheffield. By supporting them with day-to-day activities, I am able to continuously increase my skill set and knowledge base to become a successful investment manager. To contribute to the investment managers I help with client report creation by preparing performance figures, portfolio rebalancing, research as well as due diligence to ensure that holdings held by our clients are suitable for their goals. Through this, I acquire hands-on experience of dealing with client affairs, as well as becoming more familiar with their expectations which I strive to exceed.
As an associate 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
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
I manage client portfolios with my team, which also offers a derivatives overlay to alter the risk and return characteristics.
Michael Lofthouse
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.
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.
I manage client portfolios with my team, which also offers a derivatives overlay to alter the risk and return characteristics.
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.
Nicola Morris
I manage portfolios on behalf of individuals, pension trusts and charities.
Peter Nolan
I provide investment management and investment advice to a wide range of clients, such as private individuals, trusts, pension funds, charities and companies.
Sam Olley
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.
I manage portfolios on behalf of individuals, pension trusts and charities.
I provide investment management and investment advice to a wide range of clients, such as private individuals, trusts, pension funds, charities and companies.
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.
Barry Travis
I’m an associate investment director and 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
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
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.
I’m an associate investment director and 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.
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.
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
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.
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.
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.