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Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. If you’re looking for investment services at lower levels, we may have other options available.
If you would like help but you are unsure which of our team to contact, let us help. We can put you in touch with an expert that is ideally suited to your financial planning and wealth management needs.
Canaccord Genuity Wealth Management will process the information you provide in a manner that is compatible with the Data Protection Act 2018 (as may be amended or replaced from time to time) and in accordance with its privacy statement. Your information will not be kept for longer than is necessary.
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.
The investments discussed on this website may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future.
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.