Perry Pearce
Perry Pearce
Director – Wealth Planning
Perry Pearce
Director – Wealth Planning
London
I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.
My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular client needs.
When providing investment recommendations I work closely alongside Investec's specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Investec's greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.
I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.
My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular client needs.
When providing investment recommendations I work closely alongside Investec's specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Investec's greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.