Elderly couple smile at each other overlooking the ocean

John & Kath’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 John and Kath’s story.

Elderly couple smiling at each other on a windy coastal lookout

Our Story

We first started working with our Investment Manager, Christopher Clay, over 25 years ago and we have been delighted with the service and returns produced during our time together.

"Our Financial Planning team at Investec have reduced our Inheritance Tax liability by over £1,500,000 which we can thankfully pass on to our loved ones."
Women embraces her grandson in the cold

How Investec helped us

Since embarking on our investment journey Christopher and the wider Investec Financial Planning team have supported us in both building a financial plan to provide us with an income in retirement and Inheritance Tax planning, which, with careful planning over a number of years, has managed to reduce our Inheritance Tax liability by over £1,500,000 which we can now thankfully pass on to our loved ones.

Elderly couple smiling at each other on a windy coastal lookout

Looking to the future

During our time with Investec we have seen significant volatility in the financial markets and have always felt reassured and in no doubt that our money is being managed with due care and diligence. We look forward to our continued retirement knowing that our income requirements can be met and our money is in trusted hands.
 

Christopher is someone we have come to view as our friend who genuinely cares for our wellbeing and happiness and we would recommend him and his wider team unreservedly for both Investment Management and Financial Planning.


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    Understand your pension options

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

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    Planning for Inheritance Tax

    Understand your options to help you preserve your wealth and as tax efficiently as possible.

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