If you’d like to have an informal, no obligation, conversation about how we can help you preserve your wealth, please get in touch.
Preserving your wealth
When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to understand your genuine feelings about wealth preservation and risk from the outset. We’ll always be very straight with you about what is, and is not, realistic in terms of managing your money.
Investing isn’t for everyone as some people don’t like the uncertainty or potential losses that stock market fluctuations can bring, and instead choose to deal with their bank manager about savings accounts, which is perfectly fine.
If, however, you are taking a longer-term view, we can look carefully at what you want your money to do for you and invest it in such a way that mitigates the impact of challenges such as inflation, market risk, tax demands, unexpected emergencies and care requirements.
With the confidence that comes from having your money invested strategically to preserve your wealth, you and your family can focus on achieving your life goals and dreams.
Only 16% of UK adults rate themselves as highly knowledgeable about financial matters.
* Financial Conduct Authority, 2018
Ready to have a conversation?
During our time with Investec 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.
Your next steps
Investing to grow your wealth
Growth investing is just one of several specific investment strategies designed to fulfil particular needs. In this case, your growth strategy aims to build your wealth over the long term and maximise your options in life.
Want to learn more?
Investec can help you on the next exciting stage of your financial journey.
Our Investment Managers are ready to help you
Let us create the right portfolio to meet your personal goals.