Investment Model Portfolios for Adviser Firms

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Straightforward Investment Solutions

Enabling you to focus on your clients

Quality investments at a competitive cost

Our aim is to help you to find the right balance between providing quality investments for your clients at a competitive price and freeing up your time to focus on providing financial advice.  The portfolios come with a range of supporting materials to enable you to explain available options and your recommendations quickly and clearly.

With over £440 million of assets under management, our Investment Model Portfolios are a proven investment solution that has been working for over 1,300 clients since 2009. Contact us now to arrange an initial meeting with our team to find out more about how our portfolios can support your financial planning.

Working With You

Benefits of our Investment Model Portfolios
  • Past Performance
  • Dynamic Asset Allocation
    Optimal performance within risk levels

    We actively manage the proportion of assets held in each of our portfolios, giving your clients optimal performance for the amount of risk they are taking.

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  • Tom Sparke Investment Manager
  • Risk-Adjusted Returns
    One of our greatest strengths is our performance history

    We strive for balance between the assessment for potential returns and the level of risk an investment brings to a given portfolio, benchmarking against Investment Association sectors.

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  • INvestment Management
  • Investment Model Portfolios
    We run a series of 15 Investment Model Portfolios

    Our range of 15 Investment Model Portfolios have been put together to provide Adviser Firms with a selection of potential products to meet the needs of their clients.

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Latest Blogs

GDIM Investment Market Review & Outlook | October 2020

Since our last update stock markets have continued their impressive recovery in value from the lows of the first quarter. This growth has particularly been in sectors that saw a surge in demand during global lockdowns, such as technology stocks. However, there have been some areas of significant losses, such as the travel and leisure …read more

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The US Decides

The upcoming US election will, as ever, have wide-ranging consequences for not just America, but for most of the world.  Policy on global relations, the environment, the economy, military and social issues could potentially change quite radically and these decisions could be especially crucial at this critical stage in the recovery from the COVID-19 pandemic …read more

Investment Committee Members

Mark Denley – Chair & Director

Mark is a Chartered Financial Planner and a qualified Discretionary Investment Manager 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 & 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))

David Ellis – Partner

David Ellis, DirectorDavid 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 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 and 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))

Important Legal Information and Risk Warning

This website is directed at UK financial advisers and other financial intermediaries who are authorized and regulated by the Financial Conduct Authority (FCA). It is not intended for use by the general public.

 

It should not be construed as an offer to sell, or to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorized.

 

I confirm that I am a financial adviser or investment intermediary authorized and regulated by the Financial Conduct Authority. I have read and understood the legal and regulatory information and risk warnings here and I agree to the use of Cookies, as detailed here.

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