Summary

Discretionary investment management and Financial planning for private clients, pension funds, trusts & charities.Private Clients

Investec Wealth & Investment Limited's services are based on two principal strengths: a detailed knowledge of most of the financial problems faced by private investors today, and a highly experienced team of dedicated specialists who are able to give entirely unbiased advice to help solve them.

Many clients need overall financial advice which ties in with their investment requirements. This need for holistic financial advice drives our ability to provide solutions to a wide range of financial problems.

Professional Intermediaries

We undertake a comprehensive review of a client's financial affairs and we will work closely with you to devise the most appropriate strategy which meets the clients' investment requirements. We have a dedicated website for Independent Financial Advisers, Financial Planners, professional advisors and their clients.

Pensions

We have substantial experience of all types of pension fund management. The Group is involved in managing company schemes, Small Self-Administered Schemes (SSAS), Self Invested Personal Pensions (SIPPs) and Funded Unapproved Retirement Benefit Schemes (FURBS).

Expertise in the company area covers both defined contribution and defined benefit arrangements. We have also traditionally looked after executive pension schemes and as corollary to this, have developed a sizeable SIPPs business.

Having been in the SIPPs market for some years and particularly since the advent of income drawdown, a good deal of experience has been gleaned in the management of income drawdown and its implications both in terms of individual client risk profiles and expectations give the age and income requirements of individual investors.

Financial Planning

We provide independent financial planning advice to both individuals and businesses on how to best meet their financial objectives. Financial planning is the process by which resources and risks are firstly indentified and then used or provided for in a way which best achieves financial goals and lifestyle.

A face-to-face meeting is the best way to ensure a client and their professional adviser understand each other. Alternatively, we could discuss your initial queries via email or over the telephone. We provide detailed advice to our clients across the whole range of financial planning issues from the provision of straight forward life assurance to complex inheritance tax planning arrangements.

The following are examples of our activity:

• Financial Review
• Investment for Income
• Retirement Planning
• Inheritance Tax Planning
• Employee Benefit Services

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