When you’re thinking ahead to your financial future, security and peace of mind are everything. That’s what financial planning is all about. Backed by a solid strategy and a deep understanding of your goals, we work with you to maximise your assets and minimise your tax liability.
There’s no substitute for experience in this field. Our Financial Planning team is made up of industry experts in all our core areas.
The value of investments and the income derived from them can go up as well as down 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 Services Authority has made some important changes to the way clients receive and pay for financial advice. The changes come from the Retail Distribution Review with took effect on 31st December 2012 To read how this affects Financial Planning clients of Investec Wealth & Investment, please click here