Brooke Pugh

Brooke Pugh

Investment Manager
London skyline

About me

I manage bespoke investment portfolios for private clients, independent financial advisers, pensions, trusts and charities. Portfolios are tailored to each client's requirements and objectives to ensure they achieve their financial goals and it suits their present and future needs. I work with both private individuals and IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help manage portfolios in a tax efficient manner. I also work closely Investec’s in-house research team to ensure that I am always kept up to date and well informed, enabling me to make suitable decisions in line with our clients specific circumstances, risk tolerances and financial objectives.

Background/Experience

With over a decade of experience in financial services, I work within a close team of investment managers and have formed strong relationships with our clients. Before joining Investec in 2012, I graduated with a Bsc (Hons) degree in Banking, Finance and Management at Loughborough University. I have since achieved my CISI Level 7 Diploma in Wealth Management and I am also FCA registered.

My interests

I enjoy traveling with my family, with Thailand being a firm favourite. I have wonderful children and at the weekends we enjoy getting creative, going for long walks in the countryside and baking cakes.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Brooke Pugh

I take great satisfaction in listening and helping my clients achieve their financial objectives. The relationship that I have with clients is key to building trust, and I like my clients to know that I am always at the end of a phone for a friendly chat.