Investment Model Portfolios for Adviser Firms

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About Us

We are an experienced investment management company providing Discretionary Investment Model Portfolios to Financial Advice Firms. Our aim is to enable you to provide a range of high-quality investment products for your clients without giving up your focus on financial planning.

We have been managing our range of Investment Model Portfolios since April 2009 and we now hold over £440 million of funds under management (as of 31st December 2017). These portfolios are managed by our Investment Team, headed by Tom Sparke and overseen by our Investment Committee, chaired by Mark Denley, with members who have many years of financial advice and investment experience.

The GDIM Investment Committee

The committee is made up of individuals with a range of experience and insight across the investment and financial services industry.​​

Mark Denley, Chair and Director

Mark Denley

Chair and Director
Mark is a a qualified Discretionary Investment Manager and a Chartered Financial Planner and has been working in financial services since 1984. He is responsible for assessing asset allocation, investment research and management of the GDIM Investment Model Portfolios. As well as his duties as an Investment Manager and as a company director, he continues to be an active adviser.

Qualifications

  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning (APFS)
  • Certificate in Discretionary Investment Management (CertPFS (DM))
  • Investment Management Certificate (IMC)


 

Tom Sparke, Investment Manager

Tom Sparke

Investment Manager and Associate Director
Tom is a qualified Discretionary Investment Manager, beginning his career in financial services in 2003. Tom is responsible, with Mark Denley, for the day-to-day management of GDIM’s Investment Model Portfolios. He meets frequently with City investment professionals, enabling him to continuously research, analyse, and evaluate investment markets, funds and equities.

Qualifications

  • Investment Management Certificate (IMC)
  • Certificate in Discretionary Management (CertPFS (DM))


 

Benjamin Benson - Investment Analyst

Benjamin Benson

Investment Analyst
Benjamin began working in investments in 2013, and has gained the Investment Management Certificate. He works closely with Tom Sparke, providing extensive research to the Investment Committee.

Qualifications

  • Investment Management Certificate (IMC)
  • CISI Investment Operations Certificate

 


 

David Ellis, Director

David Ellis

Director
David began his career in financial services in 1989, gaining a wealth of experience in financial companies in London before returning to his roots in Cambridgeshire. In addition to his role on the Investment Committee overseeing the management of GDIM’s portfolios he is the company’s Compliance Officer, responsible for ensuring that the company meets all of its regulatory requirements.

Qualifications

  • Diploma in Financial Planning (DipPFS)
  • G60 Pensions


 

Simon Rees, Director

Simon Rees

Director
Simon is a Chartered Financial Planner and Discretionary Investment Manager, beginning his career in financial services after completing his bachelor’s degree in Economics. He provides advice in wealth management, pensions, investments & trusts and estate planning. His in-depth understanding of economics complements his client knowledge, providing good insights for the committee.

Qualifications

  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning (APFS)
  • Certificate in Discretionary Investment Management (CertPFS (DM))


 

Michael Bretherick Associate Director

Michael Bretherick

Associate Director
Michael is a Chartered Financial Planner and a qualified Discretionary Investment Manager, beginning in financial services in 2003. He provides advice in wealth management, pensions, investments and trusts & estate planning.

Qualifications

  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning (APFS)
  • Certificate in Discretionary Investment Management (CertPFS (DM))
  • Investment Management Certificate (IMC)


 

Craig Hilton, Associate Director

Craig Hilton

Associate Director
Craig has worked in the financial services industry for over 20 years. He provides advice in a wide variety of areas, predominantly pensions and investments, specialising in wealth management, pension planning and inheritance tax planning.

Qualifications

  • Diploma in Financial Planning (DipPFS)


 

Siobhan Cordery, Chartered Financial Planner

Siobhan Cordery

Chartered Financial Planner
Siobhan became a Fellow of the CII in 2017, having worked in financial services since 2001. She works closely with Mark Denley, and has a wide range of experience working with clients, giving her valuable insight into what clients need from their investments.

Qualifications

  • Fellow of the Personal Finance Society (FPFS)
  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning (APFS)


 

Sean Pledger - Financial Adviser

Sean Pledger

Financial Adviser
Sean began his career in financial services in 1988, working in banking for 10 years before moving into financial advice. This background enables him to bring a slightly different perspective to the Investment Committee.

Qualifications

  • Diploma in Financial Planning (DipPFS)


 

Chris Adams - Financial Adviser

Chris Adams

Financial Adviser
Chris has worked in financial services since 2004. He has a range of technical knowledge, which complements the skills of the rest of the committee.

Qualifications

  • Diploma in Financial Planning (DipPFS)