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Wealth planning

This service is designed to manage the whole of your finances, including your investments, and ensure they are structured to meet your objectives.

However, we can also work with you on a one-off, short-term basis to find a solution to an individual query or problem affecting, for example, your pension or long-term care.

Because our wealth planning service is fee based and independent, your Financial Planner isn’t tied to any specific provider or products – not even our own. Instead they can look at all the options and recommend the ones that are best for your needs.

This allows us to work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

Why choose our wealth planning service?

  • It is an independent, fee-based service, so our advice and recommendations will be determined entirely on what's best for your personal needs
  • You will benefit from our in-depth expertise and considerable experience; most of our Financial Planning Advisers have been in the industry for many years
  • We can provide you with exposure to multiple asset classes and alternative investments such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs)
  • Your Financial Planning Adviser can access the expertise of our Canaccord Genuity sister companies, including our investment banking division who can advise you on the sale or flotation of your business.

Find out more about how wealth planning can help you to achieve your long-term financial goals with David Goodfellow, Head of UK Financial Planning and Min Saha, Investment Director.

Download our wealth planning brochure

  • Find out why wealth planning is so important
  • How it can help you to plan your future
  • Read more about our specialist services.
Download

At a glance: IHT

  • Read how inheritance tax (IHT) will affect you and your family
  • Make sure your family don't pay more than they need too
  • Learn how to help manage IHT.
Download

At a glance: pensions

  • Learn how to start protecting your future now
  • Read more about our specialist services
  • Find out what you can invest in.
Download

Some of our personal Wealth Planners

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

Photo of Nero Patel

Nero Patel

Wealth Planning Director

Photo of Furqan Sheikh

Furqan Sheikh

Wealth Planning Director

Areas of expertise:

Financial planning, retirement planning, estate planning and tax planning. 

Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

Find out more about our expert team Our people

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Are you paying 60% tax on part of your income?

Wealth Adviser, Sagar Morjaria, reveals how you can end up paying 60% tax on part of your income due to two misleading tax rules, and how to avoid them.

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Wealth blog updates

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IMPORTANT: 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.

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