Investment Model Portfolios for Adviser Firms

+44 (0) 1954 234383

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 | July 2021

The first half of 2021 was not without its difficult points but overall, this has been a largely positive time for investors.  Concerns over the recent increases in inflation plagued both equity and bond markets in February and March, but since then we have seen sustained positive returns and lower than usual levels of volatility …read more

Are your investments in good health?

Healthcare has been a mainstay of investing for generations, with pharmaceutical giants dominating UK indices and Johnson & Johnson and UnitedHealth constituting around £750bn in market capitalisation between them. The healthcare sector’s growth in recent years demonstrates the impressive upward trajectory that it is on.  Between 2010 and 2018 investments in health increased in value …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.


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

Tom Sparke – Investment Manager & 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.


  • 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.


  • 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.


  • 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.


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