Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means. 

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This section of our website is for Financial Advisers

This page and the others in this section are only appropriate for Financial Advisers or IFAs and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.

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For Financial Advisers only

Contact us

Get in touch with a dedicated team who have worked with advisers for over 25 years and truly understands your role and requirements. Supporting you and your clients we take very seriously, so we want to make it as simple as possible to find the correct person to speak to.

An old sign-post in rural England

 

 

Supporting you and your clients we take very seriously. We want to make it as simple as possible to find the correct person to talk to. There are 3 ways to get in touch, firstly, speak with an expert local to you, secondly, you can let us know how we can help and when is convenient for you and we will call you back at a time that suits you, or if you have existing clients and need support with a technical query we have teams in place to help you.

 

 

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Complete this form and our team will get in touch. 

Investec Wealth & Investment Limited and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For further details as to how Investec uses personal data, please refer to our Data Protection Notice.

Investec Wealth & Investment Limited and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For further details as to how Investec uses personal data, please refer to our Data Protection Notice.

Investec Wealth & Investment Limited and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For further details as to how Investec uses personal data, please refer to our Data Protection Notice.

Investec Wealth & Investment Limited and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

We'd like to keep you up-to-date with relevant news, events and information from our team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

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Call us

IFA support services

For general queries and requests, contact our IFA support services team:
 

020 7597 1078
 
Investec Online support

For support with accessing and using our online portal: 

0345 521 8482

Available 8am to 6pm Monday to Friday London time

 
Existing Structured Products

Investec Bank plc no longer offers new Deposit Plans or Investment Plans in the UK retail market via IFAs, but for questions about existing Structured Products and the platform they're managed on, please contact them on...
 

020 7597 4045 or you can log in to the platform
 

Speak to an expert who understands you

Our ambition is to deliver first-rate outcomes for your firm by providing an exceptional quality of service and striving every day to be the very best we can. In fact, everything we do is designed to help you achieve more for your business by giving you more time to spend on financial planning, winning new clients or developing opportunities with your existing clients. Speak to our team below and find out how we can help you achieve more for your clients and your business.

Simon Taylor
Simon Taylor

Strategic Accounts

Chris Sandford
Chris Sandford

South

Angela Cruise
Angela Cruise

North

Simon Taylor
Simon Taylor

Strategic Accounts

Chris Sandford
Chris Sandford

South

Angela Cruise
Angela Cruise

North

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Important information

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.

UK regulators

Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered at 30 Gresham Street, London EC2V 7QP.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.