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Help and support for Private Clients

For clients of Investec Wealth & Investment (UK)
Our offices

Locate your nearest Wealth & Investment office. 

Investec Online support

Information on setting up and using our client platform, Investec Online.

Protecting yourself from fraud

How we're helping you to protect yourself from fraud. 

Glossary of terms

A list of financial terms and their definitions. 

Making a complaint

The process to follow should you wish to complain about an experience you've had with us. 

Submitting a Power of Attorney

Information about Power of Attorney types and how to submit one to us.

 

Helping with disability, health and challenging situations

How we can help you if you're managing a disability, a physical or mental health condition, or a change in your circumstances. 

Deposit interest rates

Discover the rates of interest on Sterling cash deposit balances held in accounts. 

Notifying us of a death

Information for the next of kin, estate administrator or representative of someone with an account with Investec Wealth & Investment (UK) who has passed away.

How to see the fees you pay

Instructions on the ways to find the charges on your account. 

Letters of authority

How to submit a letter of authority.

Sending mail to us

All postal correspondence should continue to be addressed to 'Investec Wealth & Investment (UK)'.

 

Tax information

How to find tax information (sometimes called a tax certificate, a tax statement or a tax pack) for your HMRC submissions. 

Need further help?

If you need further assistance, please contact us by phone or complete the form and we'll reach out to you.

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Investec Wealth & Investment Limited recognises and respects 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 more information on how we use personal data, please refer to our Privacy Notice. 
 

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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.