11 years ago, I decided I needed professional assistance concerning a family inheritance as well as my own personal savings. I received a recommendation from a family member who had been very happy with the one particular company they’d been receiving advice and investment plans from. It was Investec Wealth & Investment (UK); and we’ve been together ever since.

A decade into our working relationship, I decided to look into the possibility of early retirement, and, to this end, they introduced me to one of their Financial Planning Directors. From the beginning, they were very empathetic, professional and thorough in providing me with a full and realistic pension/investment plan, taking the time to talk me through an early retirement strategy plan - one which has enabled me to retire 4 years early, at 59 instead of my initial target plan of 63 years old!

The ongoing plan they then created for my wife and I facilitated a very positive standard of living to enjoy early retirement with our family. Not forgetting a few nice holidays, too.