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Wealth planning

Our wealth planners can help you plan your future today

What exactly is wealth planning? Wealth planning involves advising you on how to structure your wealth in order to help protect it, grow it, and ultimately pass it on to your family and loved ones.

Our wealth planners operate independently with no ties to any financial product or service, not even our own. This means your Personal Wealth Planner can work with you in a clear, transparent partnership, giving you objective, comprehensive financial advice wherever you are in life.

How our wealth planning service works

  1. Your Personal Wealth Planner will look at your current circumstances including any business interests and your future financial needs.
  2. Your Personal Wealth Planner will draw on their expertise and experience to devise a wealth planning strategy for you, with the aim of preserving, growing and passing on your wealth as tax efficiently as possible.
  3. Your Personal Wealth Planner will regularly review your financial plan alongside your savings and investments to ensure they are working hard and harmoniously together, to achieve your objectives both now and in the future.

  

David Goodfellow, Head of UK Financial Planning and Min Saha, Investment Director explain how independent wealth planning can help you to achieve your long-term financial goals.

  

Speak to a Personal Wealth Planner

To discuss your financial planning needs, books a complimentary, no obligation consultation.

Request a consultation

Why choose our independent financial planning service?

  • Independent financial advice on how to structure your wealth to help meet your goals
  • Our wealth planners are not tied to any provider or products, not even our own
  • Fair and transparent fees agreed upfront with you
  • Financial planning experts with many years’ experience
  • Specialist advice including IHT, retirement and long-term care
  • Access to industry-leading tools, research and analysis

Get in touch to arrange a no-obligation initial consultation with an independent wealth planner. 

 

Independent wealth planning dedicated to you

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs. For example:

In depth review of your finances

A full review of your finances, leading to a personal wealth management plan.

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Plan your retirement

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.

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Passing on family wealth

Expert advice on how to mitigate IHT and effectively transfer your wealth to the next generation.

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Planning for long term care

Including the potential cost of care.

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Wealth planning for business owners

Specialist advice on protecting your business, retirement, employee benefits and selling or floating your business.

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Learn about wealth management

If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.

Find out more

Speak to a Personal Wealth Planner

To discuss your financial planning needs, books a complimentary, no obligation consultation.

Request a consultation

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.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

New to wealth management?

If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.

  

Keeping you informed

Changes to HMRC’s Trust Registration Service – do the new rules apply to you?

New legislation has come into force which requires the majority of UK-resident trusts to be registered with the Trust Registration Service by 1 September 2022. If you are a trustee, you may need to register the trust you act for with HM Revenue & Customs (HMRC) using the government’s online Trust Registration Service (TRS).

Read more
When is the right time to retire?

Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.

Read more
Financial planning for business owners

Read how you can support your clients through the sale of their business and the three key questions.

Read more

Investment news update

See all blog posts

Some of our wealth planning experts

If you would like to know how our independent wealth planners can help, please get in touch. We will be delighted to provide more details of our services.

Photo of Phil Raper

Phil Raper

Wealth Planning Director

Phil is a Wealth Adviser for Canaccord Genuity Wealth Management, providing bespoke lifestyle, wealth and tax planning advice to high net worth individuals. He is a member of the Personal Finance Society, the Institute of Financial Planning and the Chartered Insurance Institute.


Photo of Mike Ferrington

Mike Ferrington

Senior Wealth Adviser

Beginning his advisory career in 2005, Mike joined Canaccord in 2011 and specialises in providing strategic financial planning services and tax-driven investment planning to high net worth private clients. Mike is a Chartered Fellow of the CISI and a Chartered Financial Planner.


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Photo of Simon Moore

Simon Moore

Wealth Planning Director

Simon is a Wealth Planning Director for Canaccord Genuity Wealth Management, providing bespoke wealth planning and portfolio management to high net worth individuals. He is a Chartered Financial Planner and member of the CGWM Advice and Solutions Committee.


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Find out more about our expert team

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

 

How can we help?

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

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.