Jim Trafford Cheltenham office
Jim Trafford

Jim Trafford

Divisional Director

Cheltenham

+44 (0) 1242 514 756

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...

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.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

Waves crashing against rocks

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

Jim Trafford