Investec Wealth & Investment

Investec Wealth & Investment provides investment management services for individuals, charities, trusts and clients of financial advisers. Personal service is at the heart of everything the firm does, and they work closely with clients to help them achieve their long-term investment objectives. Investec Wealth & Investment invests on behalf of clients on a bespoke basis seeking the best and most tax-efficient returns on their capital. To complement Investec Wealth & Investment’s investment management service, they also provide financial planning solutions including retirement planning, estate and succession planning, pensions, SIPPs, ISAs and offshore bonds.

FinaMetrica is one of the tools used by Investec Wealth & Investment as part of their Investment Independent Financial Review to gauge clients' attitude to risk.

Please contact Jonathan Seal for further information.