Sponsoring Professional of the Year & Title Sponsor
The Cheltenham office of Investec Wealth & Investment are delighted to be supporting the Gloucestershire Women of the Year awards and to sponsor the new category of Professional of the Year.
Ours is one of the largest investment management firms in the UK and is committed to providing a bespoke personal service for individuals, trusts, charities, intermediaries and pension schemes. The firm’s foundation goes back to 1827 and our history is closely linked to the development of the financial sector in the United Kingdom.
Personal service is at the heart of everything we do and we make it our highest priority. The team you meet from the outset are the same people who will work on answering your wealth management requirements day to day, and with whom we hope you will develop a close working relationship. We believe each individual client has unique requirements and needs. At the same time, we employ technology and intellectual rigour to ensure our investment process and approach is right up-to-date.
Our reputation in the industry means we can access more resources and a wider range of companies, managers and products, significantly increasing the diversification we can accommodate within our portfolios. Our approach allows us the freedom to build investment portfolios appropriate for the needs of each individual client, without bias.
We have expertise in all areas of portfolio management and Financial Planning, making the best use of tax efficient investments and tax effective strategies. We look after clients’ savings, pensions and other financial assets, by using our expertise and knowledge to invest their money wisely to build and preserve their wealth.
With 15 specialist offices including Cheltenham, and the dynamism and strength of the Investec Group to draw on for further expertise and resources as required, our clients can be assured of excellence when they need us.
Always quick to respond to market changes and challenges, we have the ability to invest globally, think nationally and act locally on behalf of our clients. Relationships start with a conversation, so please get in touch.