Vulnerability support
Extra support, whenever life makes things harder
Bereavement, illness, a difficult diagnosis, financial pressure, or just needing things explained differently — tell us what's going on and we'll adjust how we work with you. There's no form to qualify, and nothing you share goes further than it needs to.
Ways we can help
These are the situations we're asked about most. If yours isn't listed, get in touch anyway — we'll work out what helps.
We can slow down deadlines, point you to the right paperwork, and help update the account according to the deceased wishes — without the usual back-and-forth.
If you're supporting someone else's finances, or want a family member to speak for you, we can set up the right access so you're not stuck repeating the same story.
Accessible friendly PDF statements; extra time on calls; a single named contact if that's easier. Tell us once and we'll keep a note on your account.
Redundancy, a relationship breakdown, or a sudden change in circumstances can change what you need from Investa. We can talk through options in plain terms — with no pressure to decide on the spot.
You don't need a diagnosis or a label to ask for support. If something's making it harder to make financial decisions right now, tell us and we'll figure out what would help.
Telling us what you need
You can let us know by phone or by mail. A quick note is enough — you don't need to explain more than you're comfortable with.
- We'll add a note to your account so you don't have to repeat yourself each time you contact us.
- You can update or remove this at any point.
- A family member or carer can get in touch on your behalf, with your permission.
Anything you share is used only to support you better — it's not used to assess your investments or shared outside Investa. Colleagues who deal with your account can see the note so you're treated consistently, and nothing more.
Other ways to reach us
Choose whatever's easiest.
Phone
+44 (0) 20 3904 4112
Ask for extra time on the call — we'll give it.
support@investa.co.uk
We aim to reply as soon as possible, with a goal of within 24 hours.
By mail
Investa Support231 StrandLondon, WC2R 1DA
Include a phone number or email if you'd like us to get back to you.
Support from other organisations
Independent services that can help alongside us, depending on what you're going through.