Skip to main content
UK
  • Home
  • Wealth planning

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.

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. 

 

Ready to secure your financial future?

Book a complimentary wealth consultation today.

Request a consultation

Retirement planning

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

Find out more

Inheritance tax services

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

Find out more

Long-term care planning

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

Find out more

Services for business owners

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

Find out more

Comprehensive wealth planning

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

 

Find out more

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.

Find out more

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

Investing through the pandemic and beyond

While much is still unknown about what the future holds, our articles in the latest edition of News & Views demonstrate how we can help clients through these uncertain times in a balanced way. We cover a whole range of topics from Brexit and the US election, to investing in oncology and battery technology. 

Read more
Tomorrow's world – six key investment trends after COVID-19

In this article, our CIO, Michel Perera explores six key trends he believes are set to underpin our changing world but which provide clear opportunities for investors.  

Read more
Post-COVID-19 wealth planning: how will COVID-19 affect women's financial prospects?

At Canaccord Genuity Wealth Management, we want to help make financial autonomy a reality for women – even more so in this post-COVID-19 new normal. Read our article to find out more.

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 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.


LinkedIn
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.


LinkedIn
Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

David specialises in financial planning and tax driven investment planning. He has over 15 years' experience in advising on and investing in VCTs, EISs and tax driven property structures. He is part of the CGWM Advice and Solutions Committee and a member of the Personal Finance Society 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.
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.

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.

Back to top