Financial Planning
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.
General Financial Advice
Secure your future with a professional, comprehensive review of your current financial position.
Retirement Planning
Get simple answers to the big questions on providing for your retirement.
Estate Planning
Use intelligent financial planning to minimise your inheritance tax (IHT) liability.
Transactional Services
Services for when you have a one-off or specific requirement and don’t require an ongoing relationship with us.
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
Contact our Financial Planning Team
Chris Aitken
Head of Financial Planning
Chris Aitken
Head of Financial Planning
Address:
Work
100 Old Hall Street
Liverpool
Liverpool, L3 9AB
United Kingdom
Chris leads the Financial Planning team, which consists of planners and support based at various locations throughout the country. The team provides specialist advice to clients on protection, retirement planning and estate planning. In addition, Chris personally advises a number of individual clients who are based predominantly in the north west or south east.
Wealth & Investment Research Publications
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Research Publications for Individual Clients
Further information
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Wealth Management Brochure
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Financial Planning questionnaire
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Financial Planning Ratecard
