The day-to-day management of our Investment Model Portfolios is carried out by the Investment Team. They are supported by the Investment Committee at quarterly meetings.
Tom Sparke
Investment Manager and 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))
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)
Mark Abrahams
Investment Analyst
Mark joined the team in 2020 as an Investment Analysts. He works closely with Tom to provide research and analysis.
Qualifications
- Certificate in Discretionary Management (CertPFS (DM))
- Certificate in Financial Services (Cert CII (FS))
The Investment Committee
In addition to the investment Team above, the committee is made up of individuals with a range of experience and insight across the investment and financial services industry.
David Ellis
Partner
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.
Qualifications
- Diploma in Financial Planning (DipPFS)
- G60 Pensions
Simon Rees
Director
Simon is a Chartered Financial Planner and qualified 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))
