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How we help you

Is Investec right for you?

No one person's needs are the same. Whilst we aim to help every individual based on their needs, we do also work with specific groups of people.

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    Individuals & Families

    One size does not fit all when it comes to looking after your finances. That’s why our relationship with you is based on meeting your specific needs and requirements, and always starts with a conversation.

    Our Financial Planning offering can help you understand where you stand today, where you’d like to get to financially and how we can support you in getting there; whether that be supporting your family, giving generously to charity or others, managing your Inheritance Tax or planning your retirement. Our typical clients have £250,000 to invest or plan with, including any pensions they may already have.

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    Entrepreneurs

    We're here to support you and your business, whether you're starting up, expanding or looking to exit. Getting to know you, your business and what you need is at the core of what we do, and by taking a holistic view we can provide you with the right financial strategy to meet your objectives.

    By being part of the Investec Group, you can also access the whole Investec offering, so we can support you and your business across succession planning, selling your business, foreign exchange, or private capital to name a few.

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    Accountants & Legal Professionals

    We have a history of working with Accountants and Legal Professionals, so have a detailed understanding of the unique challenges and circumstances you often face in your profession such as variable income or personal independence rules. Together, we can work to develop a financial strategy that meets your financial objectives, and supports you across cash flow management, tax legislation and is in line with your business investment policy.

    We can also work directly with your clients, and for the last 190 years have been supporting clients referred to by the accountancy and law firms we work with.

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    Charities

    Our award winning Charities Team will work closely with you to understand your needs and investment objectives to create a bespoke investment strategy for your charity. As part of the service you receive from us, you will have a dedicated Investment Manager whose specialist experience has been matched to your charity’s needs including any ethical considerations, in addition to free training and charity education seminars – all designed to support your trustees and senior officers.

Ready to have a conversation?

If you’d like to have an informal, no obligation, conversation about how we can help you manage your wealth, please get in touch.