Judy’s Story

Elderly woman paints in a light-filled room

Every one of our clients has a unique story to offer. From celebrating an early retirement, to teaching the next generation the value of money, we’ve been there to help them achieve their goals along the way. Hear from Judy* about her unique story. 

*Judy's name has been changed to protect her anonymity.

Elderly woman prunes her garden with secateurs

My Story

Back in 2004 my husband needed some advice, and being careful people, we felt it was important we invested it sensibly. Following a recommendation from our solicitors, we met Chris Aitken who came round to see us in our home and nearly twenty years later Chris is still looking after our investments alongside a colleague of his, Marion Reilly.

"I've recommended them to quite a few of my friends over the years"
Elderly woman hugs her Beagle

How Investec helped me

When my husband passed away in 2012, I didn’t have any family to consult, so I felt I should seek Chris’s advice. I’ve always taken an interest in managing our money but it was a little daunting to realise I had to sort these things out entirely on my own. After chatting with Chris and Marion I took a step back and decided it was probably a good idea to let Investec manage most of my investments. They also helped me sort out the finance for my bungalow when I decided the old house was too big to manage.

Elderly woman paints at her easle

Looking to the future

I’m now in my 80’s, but I know I can trust Investec to produce the funds I’ll need should I need to move into a nursing home. I feel really fortunate that Chris and Marion are always happy to pop round to see me if I need any help. We always have a good chat and I’ve recommended them to quite a few of my friends over the years.

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