Ralph’s Story

Middle-aged couple walking through the street

Like with most of our clients, we’ve been there through the ups and downs. From celebrating an early retirement, to dealing with the loss of a loved one, to helping the next generation. Ralph's* story is about knowing where life can take you.

*Ralph's name has been changed to protect his anonymity.

Man fishing in a river with his granddaughter

My Story

I was brought up by my grandfather and grandmother, who instilled in me the virtues of having plenty of money. My philosophy is that wealth is like health. If you’re poorly, you see a doctor. If your finances need attention, see a financial adviser.

When I inherited some family money, I wanted expert help to manage it, and so asked friends for their recommendations. This is how I discovered Rensburg Sheppards (now Investec Wealth & Investment).

"One of the things I’m cautious about with advisers is costs, but Investec has always been very clear about its costs and the value provided."
Woman teaching her granddaughter to knit

How Investec helped me

Investec has given me advice on how to invest my money and helped me plan my wife’s pension. I’ve been with my current adviser, Rowena, for over 20 years. I truly value having a personal adviser who I like and can trust, backed up by a huge firm monitoring investments all over the world.

One of the things I’m cautious about with advisers is costs, but Investec has always been very clear about its costs and the value provided. I always think of the phrase, “if you buy the best, the quality remains long after the price is forgotten.”

Middle-aged couple paint pottery together

Looking to the future

My objectives are to make sure we had money to weather life’s storms and to enjoy life in general. Investing is never a perfect science, but I trust Investec to help me stay financially healthy and wealthy.


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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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