Every one of our clients has unique circumstances and goals, so there’s no such thing as a ‘one size fits all’ solution. We get to know each client as an individual and build a personal relationship so that we can provide a service that’s tailored to you. This is Mrs C’s experience.

two elderly females sitting in garden chatting
My story

My husband had always taken care of our finances, but that changed after he developed dementia. Since my mother has the same condition, all our finances are in my hands. I don’t feel that I have a “financial brain”, so I needed someone to step into my husband’s role and manage our money, providing the explanations I need without overwhelming me with detail.

I feel completely confident with Investec Wealth & Investment (UK), and I hope my team will continue to support me with any future life changes. 
Heather by sea cliff
How did we help

I’d been working with my investment manager, Hannah Dampney, for some time before she joined Investec Wealth & Investment (UK). She understood my personal situation and our relationship had become comfortable over time, so I was happy to follow her to the firm. I feel that the more you get to know someone, the more you know what’s right for them.

Along with Amanda Cook, she supports myself, my husband, and my mother, looking after the overall picture of our finances, including our pensions and other investments. Amanda’s been an absolutely brilliant addition, particularly when the guidance changed around Power of Attorney, and she managed the process for me without any stress.

Looking to the future

I feel completely confident with Investec, and I hope my team will continue to support me with any future life changes, including inheritance planning when the time comes. They provide good advice and explanations, without ever making me feel stupid, and I know that they’ll do whatever is needed.

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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.