Secure your future
Achieve your goals by drawing on a personal financial planning service that is tailored to your needs.
Build a plan for youPlanning your financial future is important for your security and peace of mind. Whether building a financial plan with you from the start, or reviewing your arrangements, we can give you expert and impartial advice that can help you meet your goals.
Comprehensive adviceReceive comprehensive advice and recommendations based solely on what is best for you and your personal circumstances.
‘Investec prides itself on being able to manage client portfolios on a bespoke basis, working with clients individually.’
Joe Hanrahan, Head of retirement & financial planning, Investec Wealth & Investment Ireland
Our Financial Planning services
‘Investec offers a bespoke service to our clients on an individual basis, based on their own personal circumstances.’
Andrew Fahy, Head of Tax & Financial Planning, Investec Wealth & Investment Ireland
Why choose Financial Planning from Investec Wealth & Investment?
You won’t be sold productsEach relationship starts with a blank piece of paper, with no products to sell. We believe this is the best way to deliver financial planning.
You will benefit from a supportive, collaborative relationshipOur relationship with you will continue to flourish after we have implemented your personal financial plan. So much of financial planning is about mutual trust and respect; whether that’s helping you invest for the future, protect your family or manage your tax situation.
You will be kept up to date on any changesWith taxation rules and legislation continuously changing, your plan will remain up to date and we’ll keep you informed of any changes and new opportunities.
You can receive dedicated reviews and ongoing adviceAvoid hazards such as expensive or frustrating mistakes due to poor tax-planning, missed opportunities or emotional bias that can negatively influence your decision making.
We will react quickly to safeguard your investmentsSometimes the speed at which you can react to change can be important, Having us with you as retained advisers can help here too. We often suggest strategies for reaching your goals that you might not have considered.
Millennials live for today
New research conducted by Consumer Intelligence In September 2016 on behalf of Investec Wealth & Investment reveals that millennials prefer to enjoy themselves now rather than save for the future.
Please click here to access our Client Services area, which includes our brochure and other relevant documentation