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Supporting our clients at CGWM

One of the many benefits of wealth management and financial planning is that you can expect to build a long-lasting relationship with us. At CGWM, this is at the heart of what we do, and enables us to understand your needs and requirements as they change and evolve.

As we all know, in life there are good times, bad times and everything in between. So, whatever circumstances come your way, we are here to help.

It is inevitable that we will all encounter challenges that can affect our ability to face day-to-day activities. This can be anything from a health diagnosis to the loss of a loved one, a relationship breakdown or a financial shock.  

We’re here when you need a little extra support to face a temporary challenge, or if your circumstances change for the longer term. In both cases, we aim to provide the level of support you need for as long as you require.

  

How we can help?

At CGWM, we believe that financial services should be available to everyone, and we are committed to creating an inclusive environment where you can find the support you require. We take time to understand our clients, rather than make assumptions, as we can all respond to similar circumstances in very different ways.

In challenging times, we know your investment or wider financial planning requirements may change, or you could simply need the reassurance of knowing that you can discuss any financial concerns with your trusted investment manager or financial planner. We are proud to be able to tailor our service and assistance to best suit your changing needs and circumstances.

  

We’re here to support you

If you are an existing client and would like to discuss a change in your circumstances, please get in touch with your investment manager or financial planner, who will be happy to discuss the best way to support you both over the phone or by email. If required, their up-to-date contact details can also be found on our 'Our people' page.

If you are a family member, close friend or power of attorney of an existing client who has had a change in circumstances, please call +44 20 7523 4500 or email wmadvisorycompliance@canaccord.com.

Our people

Not a CGWM client? Find out more about our services

If you would like to find out more about our services, request a complimentary, no-obligation consultation here.

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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.