Secure your future
Achieve your goals by drawing on a personal financial planning service that is tailored to your needs.
Build a plan for youPlanning 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 adviceReceive unbiased, independent and unrestricted advice and recommendations. These are based solely on what’s best for you, looking at the whole of the market.
Our Financial Planning services
‘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.