Financial Planning

Secure your future

Achieve your goals by drawing on a personal financial planning service that is tailored to your needs.

  • Build a plan for you
    Planning your financial future is important for your security and peace of mind. Whether building a financial plan with you from the start, or reviewing your arrangements, we can give you expert and impartial advice that can help you meet your goals.
  • Comprehensive advice
    Receive unbiased, independent and unrestricted advice and recommendations. These are based solely on what’s best for you, looking at the whole of the market.

Find out more

Chris Aitken

Head of Financial Planning

If you would like to know more about our Financial Planning services give me a call or complete our contact form.

Our Financial Planning services

Independent Financial Review

The first step to realising your long and short-term financial ambitions is to take stock of your situation. We can help you carry out a full review of your finances, before creating a personal financial plan to achieve your life goals. 

Retirement Planning

You look forward to spending your time the way you want to when you retire, and it’s essential to have enough funds to do that. We help you create a flexible plan to make sure you can enjoy yourself in later life and still look after your family.

Estate Planning

After a lifetime of hard work, you are likely to want to protect your wealth and pass it on to the right people, at the right time. We’re here to discuss the best options for you and your estate.

Transactional Services

If ongoing support is not quite for you, our bespoke financial planning service can provide one-off advice in specific areas. You could be considering life assurance, an annuity or want to restructure your current investments. If so, we can help.

‘Financial planning is about understanding what your goals and objectives are to start with.’

Chris Aitken, Financial Planning, Investec Wealth & Investment


Why choose Financial Planning from Investec Wealth & Investment?

You won’t be sold products 
Each relationship starts with a blank piece of paper, with no products to sell. We believe this is the best way to deliver financial planning.
You will benefit from a supportive, collaborative relationship
Our relationship with you will continue to flourish after we have implemented your personal financial plan. So much of financial planning is about mutual trust and respect; whether that’s helping you invest for the future, protect your family or manage your tax situation.
You will be kept up to date on any changes
With taxation rules and legislation continuously changing, your plan will remain up to date and we’ll keep you informed of any changes and new opportunities. 
You can receive dedicated reviews and ongoing advice
Avoid hazards such as expensive or frustrating mistakes due to poor tax-planning, missed opportunities or emotional bias that can negatively influence your decision making.
We will react quickly to safeguard your investments
Sometimes the speed at which you can react to change can be important, Having us with you as retained advisers can help here too. We often suggest strategies for reaching your goals that you might not have considered.
investec wealth & investment save now spend later millennials infographic

Millennials live for today

Research conducted by Consumer Intelligence In September 2016 on behalf of Investec Wealth & Investment reveals that millennials prefer to enjoy themselves now rather than save for the future.

Find out more

Chris Aitken

Head of Financial Planning

If you would like to know more about our Financial Planning services give me a call or complete our contact form.

Useful downloads

Financial Planning brochure
Estate Planning brochure
Retirement Planning brochure
Family Matters brochure