Investment Model Portfolios for Adviser Firms

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Our Team

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

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))


 

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)


 

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


 

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, 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 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))