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.
Our core services
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.
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.
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.
Inheritance tax services
Book a free consultation with a wealth management specialist
What happens next?
1. Arranging an initial consultation
First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.
2. Your consultation
During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.
3. Referral to a Wealth Planner or Investment Manager
If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.
4. Working with you long-term
With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.
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.