Our free Wealth Confidence Builder is a simple online tool to build confidence in your financial future - as one of the UK's largest wealth managers, Canaccord Genuity is highly experienced in helping clients plan and manage their money.
Using our calculators, you can work out how much inheritance tax you may be liable to pay on step 4, and estimate whether you’ll have enough money to see you through retirement with our calculator on step 2.
You'll need 5 minutes to go through 5 simple steps to build your financial confidence
At the end, you'll be able to request a free wealth confidence report tailored to you, including insights and information. We won't ask for any personal details unless you request a report or want us to contact you.
For more information about the data submitted in this tool, see our Privacy Statement
This tool is intended for use in the UK only.
Canaccord Genuity Wealth Management (CGWM) is a trading name of Canaccord Genuity Financial Planning Limited (CGFPL) and Canaccord Genuity Wealth Limited (CGWL). CGFPL and CGWL are authorised and regulated by the Financial Conduct Authority (registered numbers 154608 and 194927). Both are wholly owned subsidiaries of Canaccord Genuity Group Inc. and have their registered office at 41 Lothbury, London, EC2R 7AE. CGFPL is registered in England & Wales no. 02762351 and 03739694.