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Welcome to Canaccord Genuity Wealth Management Worcester

Our investment managers and chartered, independent financial planners based in Worcester, serve clients locally in nearby towns such as Cheltenham, Evesham and Stratford-upon-Avon as well as in surrounding counties west of Birmingham, including Herefordshire, Shropshire, Warwickshire, Gloucestershire and the Cotswolds.

We consider ourselves to be the best local wealth manager serving Worcester and the west Midlands, albeit something of a hidden secret, having built up an excellent reputation through our work with local firms whose clients requires independent wealth planning advice.

So, whether you are looking for advice around pensions, retirement or inheritance tax, or simply want to invest your money in a tailored portfolio to suit your individual needs and attitude to risk, our Worcester team of experts can help you.

Ready to secure your financial future?

Arrange a no-obligation call from a member of our Worcester team.

Request a call back

Our core services

 

Wealth planning

We take a very thorough approach to planning and structuring your finances which can be a revelation to many new clients. We believe in providing value-added advice first and foremost based on your individual circumstances. 

Wealth planning

Portfolio management

As an integrated wealth manager, we believe you should be looked after by the right specialist in our firm depending on your requirements. Alongside your financial planner, if you want a personalised investment portfolio, you will also have a dedicated investment manager. On your behalf, your investment manager will invest in individual stocks, bonds, alternative asset classes and other funds to meet your individual needs and attitude to risk.

Portfolio management

Retirement planning

Whatever your situation, and however you want to enjoy retirement, we can provide advice and set up bespoke arrangements. This might include a review of all your pensions, cash flow forecasting to determine how much money you will need or a pension transfer.

Retirement planning

Inheritance tax services

One of the most important aspects of estate planning is to make sure your family, friends and favourite causes inherit as much of your wealth as possible.

Inheritance tax services

Some of our Wealth Managers based in Worcester

 

Photo of James Holroyd

James Holroyd

Investment Director/Assistant Head of Worcester Office

James is an Investment Director responsible for managing investments on behalf of Private Clients, Charities, Trusts and Pension Funds. He is a Chartered Wealth Manager and Fellow of the CISI, as well as a member of CGWM's UK Large Cap Stock Selection Committee.


Photo of Simon Raggett

Simon Raggett

Head of Worcester Office

Simon is an Investment Manager with over 25 years experience in developing and managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts, charities and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.


LinkedIn
Photo of Mike Davies

Mike Davies

Investment Director

Mike is an Investment Director at our Worcester office which is dedicated to providing a premium service and quality investment advice, tailored to the specific needs of each individual client. An approach which has allowed the team to establish and build many long-term relationships over the years. 

Mike is a Chartered Wealth Manager having worked in Investment Management for over 35 years, qualifying as a stockbroker in 1987, becoming manager of the Worcester office in 2005.


Ready to secure your financial future?

Arrange a no-obligation call from a member of our Worcester team.

Request a call back

Worcester office

Slip House
Princes Drive
Worcester
WR1 2AB


01905 953600

Download our financial planning brochure

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

 

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.