Simon’s Story

Middle-aged man fly fishing in a river

We aim to help our clients achieve financial freedom. Whether that’s setting your sights on an early retirement, having something left to leave the grandkids, or simply the peace of mind knowing your money is working for you. Meet Simon and read his story of what financial freedom means to him.

Middle-aged farmer walking his cow-studded field
My Story

Early in the new millennium – after more than 25 years in my career – I found myself in a position whereby I had several company pensions, but no idea what they were, how much they were worth or how to find out.

I met someone from Investec socially, and through conversation it became clear that they could help me sort out what I referred to as my "pensions mess", which they did, by moving all my pensions into a SIPP.

"Working with them has been, and continues to be, one of the best moves I've ever made"
Middle-aged man scoots down a tree-lined street
How Investec helped me

Although I like to think of myself as ‘good with domestic finances’, pensions, both in terms of what they were worth and how they could be used were a mystery to me.


The team at Investec have brought this to life for me, giving me a real feeling of control and confidence over what is now my principal source of income.

As time has passed, my commitment to Investec has grown substantially. I now have a much larger pension pot, as well as significant ISA investments. In addition, my wife Heather also has ISA investments with Investec.

Middle-aged man fly fishing in a river
Looking to the future

Throughout this time, I have to say that the guidance and advice I have received from them has remained consistently high, sound and productive. They have supported me in being able to take early retirement at 56, given me advice as to how to best support my grown up children as they take on life's commitments, and in managing the legacy I received following my mother's passing 2016.

My decision to work with them has been, and continues to be, one of the best moves I've ever made.

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