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Comprehensive wealth planning service

Our comprehensive wealth planning service looks at your financial arrangements as a whole.  

This service starts with an independent, fee-based strategic review of your entire financial situation, incorporating cash flow modelling if appropriate. We will then identify specific issues, analyse these in more detail, and recommend changes that will help you meet your long-term goals.  

As our advisory service is independent, your personal wealth planner is not tied to any specific products or providers. They are fully aligned to your needs and are free to consider all the 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, are working 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 now.

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Complete wealth advice focused on your priorities

Canaccord Genuity Wealth Management’s independent wealth planning experts will build and maintain a long-standing relationship with you, reviewing your personal wealth plan regularly to make sure everything is still working as intended, and that you are confident it will produce the results you want.

Working closely with you, we will consider:

  • Your existing savings and investments
  • Your tax situation
  • 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 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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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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Nero Patel

Wealth Planning Director

With over 20 years’ industry experience, Nero provides strategic tax, financial and cashflow planning services to a wide range of private clients ranging from those who work in media and entertainment, City professionals, business owners and retirees.

Nero is highly qualified as a Chartered Financial Planner, a Certified Financial Planner licensee and a Fellow of the PFS. He is qualified to give advice to vulnerable clients and is also a pension transfer specialist.


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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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Find out more about our expert team

   

Keeping you informed

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. 

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What to ask if you want to protect your cash from inflation

With inflation creeping up and interest rates at a low, the real value of cash is falling. Read our five questions to ask to protect your cash from inflation.

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What is the right amount to keep in savings?

If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.

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Investment news update

See all blog posts

   

 

Free consultation with a wealth adviser

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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.