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Financial 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 financial 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 financial 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.

Our financial planning services

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.

Find out more

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.

Find out more

Learn about wealth management

If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you.

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.
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Some of our personal Financial 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 Phil Raper

Phil Raper

Wealth Planning Director

Find out more about our expert team

How can we help?

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

Keeping you informed

Exploring the future – retirement with Baroness Ros Altmann

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

Read more
How to boost your pension by making use of unused tax allowances

The annual allowance is the amount you can contribute to your pension tax free. For most people, this limit has been £40,000 since April 2014. However, if you are a high earner (i.e. total income above £150,000 in a year), a new tapering rule came into effect in 2016.

Read more
Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

Read more

Investment news update

See all blog posts

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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