About Us and Regulations

Patrick, the Founder & CEO of the IIMG Group Of Companies, has a career that spans over 30 years.

From his humble beginnings, as a trainee broker in the UK in 1980, his career within the Financial Services Industry is one of resounding success.

Patrick’s drive to ensure growth within the Financial Services Industry has been a journey from developing his own Independent Brokerage to becoming the CEO of a larger group of companies.

His ability to push the boundaries and seek solutions, led to Patrick becoming a key player in preparing for the advent of the Financial Services Act in the UK, and playing an instrumental role in setting up all the requirements and qualifications for professional advisers. His leadership within his own company’s transition from a smaller brokerage to its acquisition by the larger firm, once again garnered the attention of a global insurance company.

In 2009 he founded IIMG with the key focus being on building a company which has become known for its high ethical and professional standards. The client-centric approach within IIMG, ensures that each Financial Advisor and staff member has a proprietorial attitude towards its success. This in turn equates to exceptional outcomes in the financial well-being of each and every client.

Knowledge is power………and Patrick became a sought-after speaker within the Financial Services Industry, where he had the privilege of sharing his knowledge with numerous industry professionals and was in demand by all the leading financial service companies and trade associations to speak at their meetings, being the keynote speaker at many conferences throughout the UK at venues such as the NEC in Birmingham, as well as, addressing an audience numbering in the thousands at Wembley Conference Centre on more than one occasion.

Patrick and his wife currently live in Cape Town, surrounded by the idyllic scenery of Table Mountain. His newest goal is to realise his life-long ambition………Hitting a golf ball straight!!!

Group General Manager, Gareth Davies

Over a financial career spanning almost 20 years, Gareth has held senior management positions within the UK Mortgage Industry and International Financial Service Sector.

Born in Liverpool, UK, Schooled in the North West of England and higher education achieved at Derby University, Gareth embarked on his early career as a Mortgage Underwriter, later becoming qualified as a mortgage adviser in 2006, and successfully built up a large book of clients on the back of the UK property boom pre-2008.

In 2009, Gareth was offered an opportunity to move to South Africa and in the proceeding 4 years helped grow several successful sales teams across the African continent. Gareth was instrumental in the growth and development of new offices in Johannesburg, Mozambique and Mauritius.

Towards the end of 2012, Gareth decided to move back to the UK to be closer to his family, and after identifying an opportunity with IIMG, he joined the group as a senior manager and has since embarked on growing the business organically to where it is today.

As the Group General Manager, Gareth is responsible for overseeing day-to-day operations which includes focusing on delivering product development, training and strategic input, implementation of new policies and procedures, oversight on client-centric management, and ensuring that all staff are adhering to IIMG’s high standard of business conduct.

Gareth has many interests outside of work. Golfing, reading, and travelling, but above all spending time with his family.

Stuart Raber, DipPFS. Chief Operating Officer

Stuart has been working in The Financial Services Industry since 1990 initially in the UK and latterly South Africa. During this time Stuart has acquired several qualifications from both the Chartered Insurance Institute in the UK and Financial Planning Institute of South Africa. This enables him to provide technical support to all IIMG advisers.

Stuart has specialist knowledge of the UK pensions market and holds the prestigious G60 qualification.

In his capacity as Chief Operating Officer has oversight of the IIMG Group’s Global activities, ensuring that all advice provided by the IIMG Group is both compliant and meets the highest standards of suitability.

Stuart has 3 adult children, 2 in the UK and one in the UAE and tries to spend as much time as possible with them. Stuart is a keen supporter of Rugby, Cricket and Formula 1.

A self-motivated international Financial Adviser with over 8 years of experience. A target-driven individual with true determination and desire to succeed as a Financial Adviser together with a track record of achievement.
Craig has a vast amount of experience and provides advice with the utmost integrity. His area of expertise is specialising in international financial solutions for all types of clients.

Nicole is a focus driven individual with a strong passion for ensuring that Client Services and Operations are taken to the ultimate level of professionalism. She achieves this by continually finding new procedures and tools that will simplify these essential business tasks.

With a background starting more than a decade ago in compliance where she worked with the Ombudsman, Nicole’s ability to streamline processes and procedures became a core part of her professional career. Nicole has worked on large projects for major banks, as an Equity Analyst, where her expertise was called on to assisting in Dealing Desk Deals the building, planning and training.

Her creativity and continual drive to accomplish tasks and achieve set goals is what makes her unique within the financial services industry.

A humanitarian by heart – Nicole loves travelling abroad for mission work and spends her time within her community on outreach projects. When she is not travelling for mission purposes, she is found feeding her spontaneous and adventurous spirit exploring through travel; but spending time with her daughter and “fur-babies” are still her happiest moments.

Brandon has been working in financial services for 9 years, across Africa having spent time living and working in West and East Africa. He is married and now based in Cape Town where he services his clients locally and abroad. Brandon is a strong finance professional with an International Certificate in Wealth and Investment Management focused on Finance and Financial Management Services from Chartered Institute for Securities & Investment and working towards his Chartered Wealth Manager certification.

Kevin is an experienced & successful wealth management professional specialising in wealth and investment planning for Private Clients. Kevin is a qualified Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI) and holds Level 7 Chartered Wealth Manager Qualification and the Level 6 Pension Transfers & Planning Advice qualification.

Kevin has over 16 years of experience in financial services and has worked in various Private Banking roles with Lloyds International Private Banking in Jersey advising clients based globally. In 2018, Kevin and his family relocated to Dubai, UAE to work with Arbuthnot Latham as a Private Banker.

A key focus for Kevin is to continuously exceed his client’s expectations providing clear and knowledgeable advice with an exceptional level of service building strong, trusted, and lasting relationships.

Kevin is married with two young daughters and is based in Dubai, UAE. Outside of work, Kevin enjoys spending quality time with family and friends. A keen swimmer and fan of rugby.

Douglas Everest | Senior Advisor DipFA, BA (Hons.), CISI. RE 5

Douglas has been working in financial services for over 11 years. After graduating with a BA (Hons) from Edinburgh Napier University in 2010 he then moved out to start his career in South Africa. With time spent in Cape Town and Durban he built up a client base in South Africa before spending time in Nigeria building a business there and servicing clients.

Douglas has completed further financial exams with CISI and holds a Diploma in Financial advice from the London Institute of Banking and Finance. He looks after clients all over the world with a strong focus in Africa. He is married with three children and in 2019 he decided to move his family and base himself in Portugal.

Outside of work Douglas is a very sporty person with interests in Tennis, Golf, Padel Tennis and Football. He also enjoys travelling and spending time with family and friends.

Dominic has been working in the international finance arena since 2009 which has taken him across Africa and is now based in Cape Town.

His formal qualifications through the International Chartered Institute of Securities and Investments, CISI, together with his extensive experience in working with clients both in South Africa and internationally over the last 12 years, equips him to create flexible personalized investment strategies. He specialises in building international wealth by mitigating risks, paying close attention to the returns and costs involved.

”The Future Belongs to Those Who Believe in the Beauty of Their Dreams” – Eleanor Roosevelt

Juliet has spent the last 10 years assisting professionals with financial planning requirements. Offering appropriate, bespoke and compliant advice to individuals, and guidance to put in place financial plans that allow them to focus on what they do best.

Originally from Botswana, Ross has been in the financial services industry since 2011 and has achieved his CISI 3 qualifications and is continuing on the path to becoming a chartered wealth Manager. His career has taken him to many global jurisdictions including Ghana where he lived for 3 years. Ross is an avid long distance swimmer. He is based in Cape Town and travels to see clients all over the African continent

With several years of experience in the Financial Services Industry I have assisted professionals with their Risk management and Investment management portfolios. My career in the industry began as an Insurance Broker with Asterix Brokers Ghana Ltd for three years, after which I switched into investment advisory with the deVere Group for five years. I am currently a Financial Consultant with IIMG where my aim is to continually secure the financial future of many professionals. I hold a degree in Accounting from Central University, Ghana and an internationally recognized certificate in Introduction to Securities and Investments from CISI (the Chartered Institute for Securities & Investments).

With integrity and an unrelenting drive to achieve the best financial outcomes for his clients, Karl aspires to positively influence his clients financial futures.
Karl was born in England, attended school in Zimbabwe before returning to the UK where he completed his higher education. After a period of working in the UK Karl was transferred to Johannesburg where he has remained ever since.
Karl holds a number of qualifications from the Chartered Institute for Securities and Investment (CISI) as well as certification in the required regulatory examinations with the Financial Services Board of South Africa. Karl has worked within the international financial planning industry since 2010 and joined IIMG in 2017 to manage client portfolios in a more personalised and bespoke manner.

Bianca started her career in 2009 as an adviser in the stock-market education and mentorship industry. She later joined the South African Gold Coin exchange dealing in gold bullion and collectible coins until she joined the offshore wealth planning space in 2014. In this time she gained extensive knowledge on the varies offshore structures available for high net-worth individuals/Expats and building well managed portfolios. Bianca holds a qualification by the Chartered Institute for securities and investments (CISI) as a wealth planner.

Bianca prides herself in delivering good advice to her clients with a particular focus on tax efficiency, retirement planning, cost effectiveness and performance.

Shona is based in the outskirts of Edinburgh she holds level 3 Certificate in Paraplanning and Financial Administration gained in November 2018 from London Institute of Banking and Finance and subsequent ongoing membership. Additional qualifications in Administration and Customer Services. Always works hard going above and beyond what’s expected, but still enjoying time with her husband and 2 daughters

I graduated from the University of South Africa (UNISA) with a Bcom Degree in Financial Management and have been working in the financial industry for 7 years. I am disciplined, self-motivated, and work hard in ensuring that my clients are well taken care of. I have been married for 6 years and have a lovely daughter.

Angelina has more than 20 years experience within the Sales & Marketing Industry; she has grown to not only understand those she connects with but to listen and know what drives them as individuals. At the core, she is creative and brings this ability into how she approaches each new challenge. She has experience working with both start-ups and larger corporates; however, prefers the smaller more personalized business setting where her customer-centric approach adds the most value. Her passion within the Financial Industry was sparked 8 years ago when she worked as a Personal Financial Advisor for Old Mutual; this brought about a realization that many individuals do not fully understand how to passively grow their wealth or build a legacy that will last for generations to come.  

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki 

Anthony has been instrumental in the development of new business in the course of his 4 years with the company. A tenacious, dedicated and ambitious business developer, Anthony has proven to be the engine room behind the business. As the social secretary of the company, Anthony always ensures that the team spirits are high and is an invaluable part of the team.

JP graduated from University in November 2020, obtaining both a BCOM Marketing and Business Management (Hons) degree. He is currently studying towards becoming a Certified Financial Planner ‘CFP’ through the Chartered Institute of Securities and Investments. Although originally from the UK, JP currently resides in Cape Town.

As a scratch golfer having played at International level, JP loves spending his free time on the golf course, as well as watching his beloved Liverpool FC.