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Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

If you would like help but you are unsure which of our team to contact, let us help. We can put you in touch with an expert that is ideally suited to your financial planning and wealth management needs.

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An intermediary provides a middle ground between their clients and our investment management services.

Intermediaries include IFAs, international advisers, lawyers, insurance companies, accountants, trust companies, charities, family/multi-family offices and other third-party introducers, providing a service for their individual clients or the charities or organisations that they represent.

If this does not describe you, simply select no and move on to the next question.

Which of these services are you interested in? (optional)

Financial planning

Our independent financial advisers can help you plan all aspects of your financial future. Our planning services include:

  • Retirement planning
  • Inheritance tax planning
  • Long term care planning
  • Business financial planning
Which of these services are you interested in? (optional)

Investment portfolio management

With our portfolio management service our investment managers build and run a personalised investment portfolio on your behalf.
This service can include ESG, IHT and other specialised portfolio management.

Financial planning

Our independent financial advisers can help you plan all aspects of your financial future. Our planning services include:

  • Retirement planning
  • Inheritance tax planning
  • Long term care planning
  • Business financial planning

Stockbroking

If you take an active interest in financial markets and wish to make your own investment decisions, our award-winning stockbroking services will enable you to trade in UK equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

Canaccord Genuity Wealth Management will process the information you provide in a manner that is compatible with the Data Protection Act 2018 (as may be amended or replaced from time to time) and in accordance with its privacy statement. Your information will not be kept for longer than is necessary.

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 investments discussed on this website may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future.

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.