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Welcome to Canaccord Genuity Wealth Management in the Midlands

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.

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 local wealth managers can help you.

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. 

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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.

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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.

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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.

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Working with local professionals

We consider ourselves to be the best local wealth manager, albeit something of a hidden secret. We have built up an excellent reputation through our regular work with local firms whose clients are experiencing some sort of life event which requires professional financial planning advice. This might include a recent inheritance, selling a business, children finishing private school or leaving home, or even splitting a pension on divorce. Click here to find out more.

Some of our local Wealth Managers

Photo of James Holroyd

James Holroyd

Investment Director/Assistant Head of Worcester Office

Areas of expertise:

Stock selection, asset allocation, investment strategy.

Photo of Mike Davies

Mike Davies

Investment Director

Areas of expertise:

Private client portfolio management

Photo of Simon Raggett

Simon Raggett

Head of Worcester Office

Areas of expertise:

Investment portfolio management including stock selection, asset allocation and investment strategy

Worcester office

Slip House
Princes Drive

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.


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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