It was actually back in 2000 that we originally started working with our current Investment Manager. He’d transferred to an office in our local town, 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.

At the beginning of our relationship our Investment Manager 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 our Investment Manager decided to move to a new firm, we really didn’t want to lose his expertise, and so followed him to Investec Wealth & Investment (UK).

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.