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Gary is the Sales Director responsible for managing the advisory and wealth manager relationships in the London region. He joined M&G in April 2012, with over 10 years’ experience in the financial services industry, having worked at Lloyds Bank and IFDS previously. Gary completed a BA Hons degree in Business Management at The Anglia Ruskin University, he holds the Investment Management Certificate, along with Certificate in Financial Planning.
Rupert is a Sales Director covering London. Since joining in 1994 (yes 1994), Rupert has held various positions including Head of Broker Support and Head of UK Discretionary Sales. He has recently returned to a pure sales role, recognising that dealing directly with clients is his true passion. Rupert has a BA in the unlikely combination of Modern Languages & Information Systems, holds the IMC and an Intermediate Certificate from the Wine Spirits Education Trust. Outside work, Rupert is married with three children and is threatening to start playing vets cricket.
Alex is the Sales Director covering London, South West and the Channel Islands. Prior to joining M&G in 2008, he worked for Hargreaves Lansdown in Bristol as a SIPP consultant. Alex graduated from the University of Southampton with a BSc in Geography and holds the IMC and PCIAM.
Steve Kelly is a Sales Director covering London and the South and has worked at M&G since February 1997. He has thirty four years experience in financial services, having previously worked at Abbey Life, AIG and Hill Samuel. He is married with a son and enjoys occasionally playing cricket for Ansty CC, Sussex.
Sarah is a Client Relationship Manager working alongside Rupert Wooster, Alex Matcham, Gary Higgs and Stephen Kelly. Sarah looks after M&G’s London based relationships with fund of fund managers, global financial institutions, Investment Managers, Central Research teams, Family offices, Multimanager firms and Global Banks. Sarah holds the IMC and graduated from Brunel University with a BSc in Sociology.
Andrew is the Sales Director for Scotland and the North of England, where he manages key advisory relationships. Andrew has worked in Intermediary Sales for 17 years, 12 of which have been spent working at M&G. He holds an Honours Degree in Marketing and is IMC Qualified.
Chris is the Sales Director responsible for the North of England, Scotland, Northern Ireland , Ireland and the Isle of Man. Chris has been in the investment industry for 25 years and has been working with M&G since 2001. Out of work he also manages the Wilmslow Town Cougars under 16s football team.
Andrew is the Sales Director responsible for managing relationships in the Midlands, South West & South Wales regions. Andrew joined M&G in January 2015 and has over 20 years’ experience in the financial services industry. Andrew completed a BA Hons at The Nottingham Trent University and also holds the Diploma in Financial Planning. Outside of work, Andrew is married with two children and enjoys most sports, especially time on the golf course.
Thomas is a Client Relationship Manager working alongside Andrew Burns, Andrew Holmes and Chris Elliot. Thomas focuses on fund distribution in the Midlands, South West, South Wales, North of England, Scotland and Ireland. He is a member of the CISI and is studying towards Chartered status.
Lee is responsible for managing relationships with trading platforms, life companies, banks and building societies, ratings agencies and technology providers along with IFA networks and national accounts. Lee has been working in the financial services sector since 1999, and joined M&G in 2008 to continue M&G’s evolution with key distribution clients. Lee is a Chartered Wealth Manager and a Fellow of the Chartered Institute of Securities & Investments.
David is responsible for the sales relationship with UK advisory platforms and life companies, UK Rating agencies and consultancies and several large Multi-Manager and Discretionary Management businesses. Prior to joining M&G Investments in 2012, David worked at JPMorgan Asset Management having joined them in 2003 as a graduate. David is also a keen sportsman and a big Liverpool fan.
George is a Client Relationship Manager, covering Partnerships and Charities clients at M&G alongside Lee Dineen, David Halfacre and Richard Macey. George works with various strategic partners, including: platforms, ratings agencies, nationals & networks, life companies and charities. George graduated from the University of Southampton with a BA in Music and is working towards the IMC.
Graeme is responsible for building and maintaining relationships with the major accounts across the UK market. Increasingly this includes developing appropriate third party links with Life and Pension providers, Fund Supermarkets and WRAPs.