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Financial Planning

Whether it is securing the financial futures of your children, building up a retirement fund, working out the most tax efficient pathways or simply making sure that your investments are delivering the best possible returns, you'll find a host of wealth solutions offered by our Financial Planning team.

We want to make sure we have helped you consider all the options when dealing with your financial future. Security and peace of mind are a given. So is an understanding of your key goals and what you can realistically achieve with the guidance of our experts.

The following sections will explore some of the ways we can help you manage your financial future and understand what Financial Planning means to you.

Understanding the “now”.

Addressing the big retirement questions.

Financial planning designed with Inheritance Tax in mind.

One off advice in specific areas.

Why Investec Wealth & Investment?

We will build your strategy, guided by an empathetic understanding of what is important to you. And just as we do not believe in a one size fits all approach, we know there is no substitute for experience.

For this reason we have an established team of industry experts to cover all the core areas of Financial Planning. We have brought together the brightest minds in Financial Planning in order to deliver a service based approach that protects your financial ambitions while growing your wealth.

To keep the lines of communication simple and straightforward you will have a dedicated Financial Planner. In these days of impersonal offshore call centres, we are sure you will find it refreshing to be able to pick up the phone and speak directly to a member of your Investec Wealth & Investment team. They will always be available and happy to meet with you either at our nearest office or your home.

Our average client relationship is 20 years plus. It’s a statistic we are very proud of, reflecting the excellence of our dedicated service times.

Find out more

If you’d like to know more about our Financial Planning services please contact Chris Aitken or complete our Contact Form.


The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment. References to taxation are based on our current understanding of the legislation but we do not represent that it is accurate or complete and it should not be relied upon as such. Tax laws are subject to change.

The Financial Conduct Authority has made some important changes to the way clients receive and pay for financial advice. The changes come from the Retail Distribution Review which took effect on 31st December 2012 To read how this affects Financial Planning clients of Investec Wealth & Investment, please click here.