What do you want your future to look like?

Want to start a new business? Retire early? Support your grandchildren? Leave a legacy? Trek across the Himalayas? Whatever stage of life you’ve reached and whatever your personal goals, our life stage planning approach will give you a clear picture of where you are today and inform the choices that will help you make the most of your future.

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Our services

  • Financial Planning

    Align your life goals with your personal finances to help you achieve whatever you want out of life.

    Investment Management

    Whether you’re looking to grow your wealth or take a regular income, we can create a plan tailored to your specific goals.

Our Approach

Everything we do starts with understanding you and your goals. Only then will we know how our Financial Planning and Investment Management services can best support you.

Our Story

Investec Wealth & Investment (UK)’s legacy has been trusted by clients to help grow and preserve their money for almost 200 years.

Is wealth management right for me?

Whether you have existing investments or you’re new to investing, explore what wealth management could do for you, and your family's future.

Investor looking back while relaxing on rubber ring in the sea
Investing

Looking back

A 60-year-old investor's advice to his 16-year-old self - It is not the sort of thing they tell you at school, but when you leave and make your way in the world as an adult, money will be part of the core curriculum

Article

5 min read

Ready to start a conversation?

If you’d like to have an informal, no obligation conversation, or have any questions, please get in touch.

Important information

The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.

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.