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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.

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.


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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.


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.


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Find out more about our expert team

   

Keeping you informed

Retirement options for high income earners

In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.

Read more
Why is it important to understand complex pension rules?

Pension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?

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Wealth planning for business owners and entrepreneurs

Many of our clients are entrepreneurs or are involved in a family business but we often find that they do not make a distinction between business and personal assets when it comes to wealth planning. Fortunately, there are many ways to safeguard your own and your business’ future security but getting the right advice is essential.

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Investment news update

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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.