Wealth Management

Your personal investment service

Wealth management offers you a blend of financial planning and investment management to suit your individual needs.

  • Expertise you can trust
    When you are looking for a partner to manage your money, you want to work with someone you can trust. Our wealth management services draw on a range of expertise to give you a highly personal, professional service no matter how complex your requirements are.
  • Advice close to hand
    We build a relationship with you based on collaboration. With 15 offices across the UK, you are never far from one of our experts, whether it is financial planning or investment management support you need.

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Our Wealth Management services

Investment Management

Discover how we match our investment skills with your aspirations to provide a range of discretionary and advisory services, to help secure your future.

Financial Planning

See how we design our financial services with your needs in mind. We offer a range of services including retirement planning, estate & succession planning, general financial review and advice on transactional services.

Why choose us?

You will be in good company – as demonstrated by our client retention rate and high level of referrals. You will:
  • Get comprehensive and bespoke investment advice
  • Benefit from our extensive experience
  • Enjoy a collaborative relationship with your investment manager.

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Useful downloads

Corporate brochure
Management Services for Clients - Why Investec Wealth & Investment