We first started working with our Investment Manager, Christopher Clay, over 25 years ago and we have been delighted with the service and returns produced during our time together.
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 John and Kath’s story.
"Our Financial Planning team have reduced our Inheritance Tax liability by over £1,500,000 which we can thankfully pass on to our loved ones."
How did we help
Since embarking on our investment journey Christopher and the wider Financial Planning team have supported us in both building a financial plan to provide us with an income in retirement and Inheritance Tax planning, which, with careful planning over a number of years, has managed to reduce our Inheritance Tax liability by over £1,500,000 which we can now thankfully pass on to our loved ones.
Looking to the future
During our time with Investec Wealth & Investment (UK) we have seen significant volatility in the financial markets and have always felt reassured and in no doubt that our money is being managed with due care and diligence. We look forward to our continued retirement knowing that our income requirements can be met and our money is in trusted hands.
Christopher is someone we have come to view as our friend who genuinely cares for our wellbeing and happiness and we would recommend him and his wider team unreservedly for both Investment Management and Financial Planning.
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.