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Independent wealth and tax planning service

Our independent wealth and tax planning service looks at your financial arrangements and tax position as a whole.

Starting with a fee-based strategic review your personal wealth planner will get to know your situation, identify any specific issues and recommend the changes needed to help you meet your long-term goals in the most tax-efficient manner. 

As our advisory service is independent, your personal wealth planner is free to consider any provider and all available options to ensure you have the best structure in place to meet your financial objectives.

We will also ensure our investment management services, and any we set up for you through external providers work seamlessly together towards your long-term prosperity.

   

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

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Complete wealth and tax planning advice focused on your priorities

Your independent wealth planning expert will build and maintain a long-standing relationship with you. They will regularly review your personal wealth plan and tax arrangements to make sure it will produce the results you want, taking account of any changes in tax and legislation, alongside your objectives and changing financial circumstances.

Working closely with you, your independent personal wealth manager will carefully consider:

  • Your existing savings and investments
  • Your current tax situation in relation to income tax, capital gains tax and inheritance tax
  • Your tax allowances to ensure you are making the most of your Capital Gains Tax (CGT) allowance, personal allowance, and annual gift exemption
  • Properties, including any holiday homes or investment properties
  • Your income, including bonuses, interest on investments and rent
  • Your other assets, including art and jewellery
  • The currencies and jurisdictions in which you’re invested
  • The jurisdiction where you are resident or domiciled
  • Your insurance arrangements.

We will also look into the future and allow for any money or assets you might inherit, your children’s or grandchildren’s education, your pension and long-term care provisions, and estate planning.

   

Our specialist wealth planning solutions

Retirement planning

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.

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Inheritance tax services

Expert advice on how to mitigate IHT and effectively transfer wealth to the next generation.

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Long-term care planning

Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.

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Services for business owners

Specialist advice on business protection, retirement, employee benefits and the sale or flotation of a business.

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Keeping you informed

Making your money meaningful

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

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Is cash flow modelling right for you?

How can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.

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Wealth management updates

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Some of our wealth planning experts

If you would like to know how our independent wealth planners can help, please get in touch. We would be delighted to provide more details of our services.

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Mike Ferrington

Wealth Planning Director

Beginning his advisory career in 2005, Mike joined Canaccord in 2011 and specialises in providing strategic financial planning services and tax-driven investment planning to high net worth private clients. Mike is a Chartered Fellow of the CISI and a Chartered Financial Planner.


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Photo of Nero Patel

Nero Patel

Wealth Planning Director

I have worked in the financial services industry for over 20 years, experienced many changes in tax legislation and periods of market volatility. I still have the pleasure of looking after clients from when I first started my career by providing them with a personal service and excellent advice. Part of my role nowadays is to help train new entrants in becoming a wealth planner as well as sitting on committees to help drive strategic goals. I cover all areas of advice from investment management, tax planning, retirement and later life planning. I am highly qualified holding both the Chartered and Certified Financial Planner licences.


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David Goodfellow

Head of UK Financial Planning

I started my financial career as a trainee Chartered Accountant on Black Monday in 1987 and moved to the world of private client financial planning in 1990. I was an advisor for Watson Wyatt and then Hill Martin before moving to Eden Financial to start their Financial Advisers business. The Company acquired Eden Financial in 2012, and I subsequently became Head of Wealth Planning in 2015.

I specialise in both financial planning and tax driven investment planning, including advising on VCTs, EISs and investments attracting Business Relief for IHT purposes. I am a member of the Personal Finance Society and the CISI.

I have been involved in a number Wealth Planning acquisitions the company has made over the past few years and have seen our adviser team grow from approximately ten in 2019, to nearly 50 in 2023. Retaining a strong culture within the firm and ensuring our clients receive consistently high-quality advice and solutions is largely to thank for this expansion.


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Find out more about our expert team
Our people

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

Request a consultation

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

Thinking about changing your wealth manager?

Book a free service review to share your concerns and learn how much more we can-do for you and your long-term prosperity.

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How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

UK
+44 20 7523 4500

Guernsey
+44 1481 733900

Isle of Man
+44 1624 690100

Jersey
+44 1534 708090

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.