If you're managing a disability, a physical or mental health condition, or a change in your circumstances, we encourage you to let us know so that we can help and tailor our service to you as best we can. 

Examples can include asking us to change the method in which we communicate with you, or having someone join you in meetings, or spending more time on explaining financial topics. Ultimately, it's about what works for you. 

If you would like some support or for us to approach our interactions with you in a particular way, please speak with your usual contact at Investec Wealth & Investment (UK). They're ready to help. 

Below we have also detailed a range of resources that could be of use. 




There are several ways we try and ensure we're accessible to all. 



The Financial Vulnerability Taskforce (FVT)

The FVT is an independent representative body covering the personal finance sector, and now part of the Consumer Duty Alliance. The taskforce has a range of helpful resources for clients facing an array of situations, some of which we have linked to below. 



Preventing fraud

Fraud is becoming ever more sophisticated, and we outline what we're doing to fight it, along with tips on what you can do on our dedicated Investec Wealth & Investment (UK) fraud page. 

Friends Against Scams is a National Trading Standards Scams Team initiative that aims to protect and prevent people from becoming victims of scams. 



Support from other organisations

Mental health

Mind is a charity that's working hard to help the 1 in 4 people facing mental health problems in the UK get the support they need.



Carers Trust is focused on helping unpaid carers across the UK.  


Money management

The Money Charity empower people across the UK to develop the skills, knowledge, attitudes and behaviours to make the most of their money through education, information, advice and guidance to people of all ages and at all stages of life.



Cruse Bereavement Support is the UK's leading bereavement charity that helps people through painful times in life. Support is provided to people in England, Wales and Northern Ireland, while those in Scotland can contact Cruse Bereavement Care Scotland.  

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.