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.
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
Bespoke planning, pension advice and cash flow modelling to achieve the retirement you want.
Inheritance tax services
Expert advice on how to mitigate IHT and effectively transfer wealth to the next generation.
Long-term care planning
Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.
Keeping you informed
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
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
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
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.