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Why choose our wealth planning service?

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

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.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives both now and in the future.

When you choose our discretionary investment management service, your Wealth Planner and your Investment Manager will work closely together in your best interests, keeping you regularly updated on progress.

  

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 one of our investment experts

To discuss your investment needs, book a complimentary, no-obligation consultation.

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Independent wealth planners

  • Independent advice on how best to structure your wealth to meet your goals
  • No ties to any provider or products, not even our own
  • Fair and transparent fees agreed upfront with you
  • Industry experts with many years’ experience
  • Specialist planning 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. 

 

Retirement planning

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

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Inheritance tax services

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

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Long-term care planning

Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.

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Services for business owners

Specialist advice on business protection, retirement, employee benefits and the sale or flotation of a business.

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Comprehensive wealth planning

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

 

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Wealth management explained

If you’re new to the idea of wealth management, we’re here to get you up to speed on how it can help you achieve your goals.

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Wealth planning post-COVID-19

The impact of COVID-19 will be felt for years to come. Read our guide on how and why your plans may need to adjust to protect your financial future. 

  

Keeping you informed

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
Has the pandemic changed your retirement plans?

A recent survey revealed that a third of 50- to 70-year-olds have had their finances impacted by COVID-19. As we emerge into a new normal, is it time to take stock and reassess of your financial plans for the future?

Read more
Should you be thinking about investing your lockdown savings?

Did you save money during the COVID-19 pandemic? In this article we consider what you could do with your extra cash. 

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.

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Debbie Kay

Wealth Planning Director

Debbie provides high quality independent financial planning advice to high net worth individuals, families and trusts. She specialises in dealing with Private Office clients who typically have more complex affairs.This includes financial structuring, investment consulting, strategic asset allocation, appointment of discretionary investment managers, coordination of professional advisers, succession planning, philanthropy and charitable giving.


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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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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.


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.
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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.