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 Alison’s story.

A couple stretching together beside a lake
My Story

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.

"He took the time to familiarise himself with our family dynamics and long-term needs"
A couple standing in the shallows of a lake holding hands
How they helped us

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).

Happy middle-aged couple hiking by the water
Looking to the future

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.

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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.