About me
As an Investment Manager, I specialise in managing portfolios on behalf of high-net-worth individuals, trusts and charities and work very closely with Financial Planners to provide a complete service to clients. I have been a Divisional Director in the Cheltenham office since 2007 and believe very strongly in globally invested portfolios in a wide variety of asset classes with the aim of achieving the best possible long term outcomes.
Background/Experience
As a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI), I have the professional qualifications as well as many years of experience of managing clients' investments.
My Interests
I live locally with my family and enjoy travel and new culinary experiences.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients

Investec believe very much in offering each client a specific service that is right for them.
Jim Trafford