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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, book 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


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.

Find out more

Plan your retirement

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

Find out more

Passing on family wealth

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

Find out more

Planning for long-term care

Including the potential cost of care.

Find out more

Wealth planning for business owners

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

Find out more

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, book 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.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

Thinking about changing your wealth manager?

Book a free service review to share your concerns and learn how much more we can-do for you and your long-term prosperity.

Find out more

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

Don’t score a financial own goal: here are some financial planning tips to stick to

Can’t stick to your financial goals? We’ve outlined five key fiscal resolutions, which are realistic and easy to measure. Use these ideas to help you become the best goalkeeper you can.

Read more
Trusts for estate planning: what, when and how?

Andrew Chastney, technical specialist, discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

Read more

Wealth management updates

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 would 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.

Avatar silhouette

Nicholas Michell

Senior Wealth Planner

Nicholas is responsible for helping clients to navigate the often complicated arena of personal financial planning; an area that is forever shifting with political winds and new budgets. One of his crucial functions is to help clients plan the long-term financial dimension of their lives in order to ensure that they have access to the necessary income and capital to achieve their objectives at the time they wish.   

Photo of Nero Patel

Nero Patel

Wealth Planning Director

I have worked in the financial services industry for over 20 years, experienced many changes in tax legislation and periods of market volatility. I still have the pleasure of looking after clients from when I first started my career by providing them with a personal service and excellent advice. Part of my role nowadays is to help train new entrants in becoming a wealth planner as well as sitting on committees to help drive strategic goals. I cover all areas of advice from investment management, tax planning, retirement and later life planning. I am highly qualified holding both the Chartered and Certified Financial Planner licences.

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.



Book a free consultation with a Wealth Planner


Typically, we provide financial advice to clients with assets over £250,000. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

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What happens next?

1. Arranging an initial consultation

First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.

2. Your consultation 

During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.

3. Referral to a Wealth Planner or Investment Manager

If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.

4. Working with you long-term

With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.


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.