Whether you are looking to invest for the first time, or have an investment portfolio already, if you don’t know where to begin, or know exactly what you are looking for, we can help. Contact your local Investec experts in Sheffield today, to discover how we can help you to fulfil your financial goals, and live life the way you want to.
01 Feb 2022
Our heritage in Sheffield
A long-established history with expertise to match
At Investec, we take pride in our long investment heritage, dating back to 1827, when our Liverpool office first opened its doors.
Our Sheffield office can trace its roots back almost as far, to not long after the opening of the Sheffield Stock Exchange in October 1844. The office was established by the Barber brothers, who were already members of the Exchange in 1875 and were later joined by the Nicholsons at the turn of the century. In 1981, the Barber and Nicholson firms merged to form Nicholson Barber, a name that became synonymous with stockbroking in Sheffield.
The growth of our business in Sheffield
The company grew through a series of mergers. BWD (Battye Wimpenny and Dawson) acquired the Sheffield-based firm Walter Ward & Co in 1988 and, following this, merged with Rensburg to form BWD Rensburg. Nicholson Barber merged with BWD Rensburg in 1999, integrating their respective Sheffield offices together on Napier Street, just off Ecclesall Road.
Finally, BWD Rensburg merged with Carr Sheppards Crosthwaite in 2006, forming Rensburg Sheppards, a company that was acquired by Investec in 2010.
Our commitment to clients
As investment managers, our key objective is to manage and plan our clients’ savings, pensions, and other financial assets in accordance with their individual requirements. Our decades of experience and communal expertise allow us to take an all-round view of our clients’ financial well-being, and leverage our shared knowledge to seek the best returns on their capital.
Helping you achieve your financial goals
As well as looking after the performance of your investments, we aim to help you address your overall financial priorities. We have highly qualified practitioners here is Sheffield who specialise in various areas, including pension and retirement planning, inheritance tax planning, and protecting your wealth.
Should you wish to discuss how we could assist you with your investment or financial planning objectives, you can get in touch with me for a free, no-obligation chat about your goals.