I was brought up by my grandfather and grandmother, who instilled in me the virtues of having plenty of money. My philosophy is that wealth is like health. If you’re poorly, you see a doctor. If your finances need attention, see a financial adviser.
When I inherited some family money, I wanted expert help to manage it, and so asked friends for their recommendations. This is how I discovered Rensburg Sheppards (now Investec Wealth & Investment (UK)).
Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
Like with most of our clients, we’ve been there through the ups and downs. From celebrating an early retirement, to dealing with the loss of a loved one, to helping the next generation. Ralph's* story is about knowing where life can take you.
*Ralph's name has been changed to protect his anonymity.
My Story
"One of the things I’m cautious about with advisers is costs, but Investec Wealth & Investment (UK) has always been very clear about its costs and the value provided."
How Investec helped me
Investec Wealth & Investment (UK) has given me advice on how to invest my money and helped me plan my wife’s pension. I’ve been with my current adviser, Rowena, for over 20 years. I truly value having a personal adviser who I like and can trust, backed up by a huge firm monitoring investments all over the world.
One of the things I’m cautious about with advisers is costs, but Investec Wealth & Investment (UK) has always been very clear about its costs and the value provided. I always think of the phrase, “if you buy the best, the quality remains long after the price is forgotten.”
Looking to the future
My objectives are to make sure we had money to weather life’s storms and to enjoy life in general. Investing is never a perfect science, but I trust my advisers to help me stay financially healthy and wealthy.
Get in touch or find your local office
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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.