You’ve probably never heard of us, and there’s a reason for that. We’re new.
Investore, which was launched in 2017, actually forms part of a well-established financial services group that has been in the business for over 30 years and founded as Synergy Financial Products Limited. We are happy to count Aviva Plc. as a shareholder through one of their subsidiary companies.
We started as a technology provider to the financial services industry with innovative database and software services. As our reputation grew we moved into launching and servicing our own protection and investment products and have served over 20,000 clients over our long history.
Now the time has come to look after YOU with the launch of Investore and our Dividend Income product.
We have over 30 years of experience in the industry.
We believe the benefits of investment should be for everybody, not just the wealthy. We believe YOU deserve better.
We strive to make all our products both brilliant and simple. Brilliant, because of the clever way they seek to deliver value. Simple, in that you don’t need to be a financial expert to understand what they offer you.
Our management team
Matt Oldham – CEO
Matt Oldham joined the OPAL Group in 2016 as CEO of Synergy Financial Products Limited and Commercial Lead for OPAL-IS. Based in St Albans, OPAL provides software and administration solutions to the financial services industry. Prior to joining OPAL Group, Matt ran a consulting group specialising in loyalty and payments. Previously Matt had worked for GE Capital as General Manager for their largest European consumer finance portfolio and held senior positions within AXA Assistance.
Dylan Smith CFA – Investment Manager
Dylan is the Investore Investment Manager and heads the investment committee that decides on what stocks to include in the Dividend Income portfolio. Having joined Investore in 2015 as an analyst, his expertise in equity analysis and asset allocation saw him progress to investment manager in late 2016. Prior to Investore he was responsible for managing private client equity portfolios for a boutique asset manager in South Africa. Dylan is a CFA charterholder and has a degree in Law and International Relations.
Mark Turner – Compliance Officer
Mark is the Compliance Officer and go-to person for all things compliance for Investore. Mark has worked in compliance for over 20 years and has developed into a commercially aware, senior practitioner with experience in regulatory, product provider and distribution environments. He also has significant experience in regulatory consultancy where he empathetically and constructively helped many firms meet the challenge of complying with FCA requirements. With considerable experience in communicating and influencing in various environments he has developed a sound, proportionate and judgement-based approach to compliance.
Stephen Yau – Chief Financial Officer
Stephen is responsible for all finance, tax and company secretarial aspects of the business. He has over 30 years’ experience in banking, financial services, travel, media and B2B business. Prior to joining the team he held senior finance positions in Thomas Cook Worldwide and WhiteConcierge (a subsidiary of AXA Group).
He is a Chartered Management Accountant and has an MBA from University of Wales. He is also a full member of the Chartered Institute for Securities & Investment, Chartered Institute of Bankers and Hong Kong Institute of Certified Public Accountants.
Start investing today
To apply online only takes about 15 minutes, and we promise it’s not complicated.
Our UK based team are available to assist you from 9am – 5.30pm