Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content
UK

Independent wealth and tax planning service

Our independent wealth and tax planning service looks at your financial arrangements and tax position as a whole.

Starting with a fee-based strategic review your personal wealth planner will get to know your situation, identify any specific issues and recommend the changes needed to help you meet your long-term goals in the most tax-efficient manner. 

As our advisory service is independent, your personal wealth planner is free to consider any provider and all available options to ensure you have the best structure in place to meet your financial objectives.

We will also ensure our investment management services, and any we set up for you through external providers work seamlessly together towards your long-term prosperity.

   

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

Request a consultation

Complete wealth and tax planning advice focused on your priorities

Your independent wealth planning expert will build and maintain a long-standing relationship with you. They will regularly review your personal wealth plan and tax arrangements to make sure it will produce the results you want, taking account of any changes in tax and legislation, alongside your objectives and changing financial circumstances.

Working closely with you, your independent personal wealth manager will carefully consider:

  • Your existing savings and investments
  • Your current tax situation in relation to income tax, capital gains tax and inheritance tax
  • Your tax allowances to ensure you are making the most of your Capital Gains Tax (CGT) allowance, personal allowance, and annual gift exemption
  • Properties, including any holiday homes or investment properties
  • Your income, including bonuses, interest on investments and rent
  • Your other assets, including art and jewellery
  • The currencies and jurisdictions in which you’re invested
  • The jurisdiction where you are resident or domiciled
  • Your insurance arrangements.

We will also look into the future and allow for any money or assets you might inherit, your children’s or grandchildren’s education, your pension and long-term care provisions, and estate planning.

   

Our specialist wealth planning solutions

Retirement planning

Bespoke planning, pension advice and cash flow modelling to help you 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

Keeping you informed

How we talk about money: part three of a series of conversations

In three parts, Hazel Bowen and Harry Schofield explain how Canaccord Wealth Management speak to clients about their money and try to make financial planning accessible. 

Read more
How we talk about money: part two of a series of conversations

In three parts, Hazel Bowen and Harry Schofield explain how Canaccord Wealth Management speak to clients about their money and try to make financial planning accessible.

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 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.


Avatar silhouette

David Rossell

Wealth Planning Director

David is a leading UK-based financial adviser. He has a sought after approach to wealth advice and has been helping clients for over 25 years.   

LinkedIn
Photo of Mike Ferrington

Mike Ferrington

Wealth Planning Director

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
Find out more about our expert team

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

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

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.