Happy middle-aged couple hiking by the water

Alison’s Story

Our clients are at the heart of everything we do. Over the years the relationships developed for many have become more than just managing money, lasting for decades and spanning generations. We get to be there in some of the most important moments, and help them achieve lifelong goals. But they can tell it better than we can, so here’s Alison’s story.

A couple stretching together beside a lake

My Story

It was actually back in 2000 that we originally started working with our current Investment Manager, Dean Hodgson. He’d transferred to an office in our local town, Bath, where my husband and I were both doctors. At that time, we’d been searching for an open discussion on retirement, in particular with regard to our pension lump sums and inherited investments.
 

We were immediately struck by his practical, yet friendly approach to the business of looking after our financial affairs. He was determined to take the necessary time to familiarise himself with our individual family dynamics and long-term needs. With that knowledge, he was then able to advise us when we wanted to help our children with their own house purchases and other large expenses.

"He took the time to familiarise himself with our family dynamics and long-term needs"
A couple standing in the shallows of a lake holding hands

How Investec helped us

At the beginning of our relationship Dean supported us in an advisory capacity, but over time he has become an invaluable sounding board on other financial matters. This growing trust meant that we were confident he’d look after our best interests, and subsequently appointed him as our Discretionary Manager.
 

Shortly afterwards, when Dean decided to move to a new firm, we really didn’t want to lose his expertise, and so followed him to Investec Wealth & Investment.

Happy middle-aged couple hiking by the water

Looking to the future

That was 20 years ago. Since then, he's always been questioning and positive on our behalf, fulfilling our aim of providing a good income from our investments whilst steadily maintaining reasonable growth of our capital. He is always approachable and understanding of our changing requirements, and we would not hesitate to recommend his services.


  • contentBlock.imageAltText

    Planning for retirement

    See how we could help you plan for the retirement you want.

    contentBlock.imageAltText

    Passing on wealth

    See how we could help you manage your wealth and pass it on to future generations.

Get in touch or find your local Investec office

Send us a message, find an office or talk directly to one of our specialists. We’re here to help you.