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Wealth management explained

If you’re new to wealth management and would like to understand more, we’re here to explain how it works and get you up to speed on how it can help you achieve your financial goals.

What is wealth management?

Wealth management combines financial planning and investment strategy to sustain and grow your wealth. Alongside investment management, it encompasses retirement planning, inheritance tax and estate planning, and more.

Above all, wealth management offers you investment and advisory services under one roof to help you implement the most effective and tax-efficient financial plan at every stage of your life.

What are the advantages of wealth management?

The main advantage of wealth management is that it brings together many aspects of financial planning and money management in one comprehensive service centred on your unique needs and aspirations.

Whether you’re planning your child’s education, looking ahead to retirement or wanting to structure or transfer your wealth tax efficiently, you will be given your own dedicated personal wealth manager who will use their specialist knowledge and in-depth understanding of your future plans to create and manage a bespoke investment solution for you.

Speak to a personal Wealth Manager

To discuss your wealth management needs, book a complimentary, no-obligation consultation. 

Request a consultation

How does wealth management benefit you?

  • Independent wealth planning advice covering all aspects of your finances
  • Direct access to your wealth manager, building trust and ensuring accountability
  • Regular updates from your wealth manager on how your investments are doing
  • An investment portfolio specific to your needs, attitude to risk and life stage
  • Your investments taken care of by experts, saving you time and hassle
  • Suitable investment opportunities researched from around the world

Real examples of wealth management in action

Coming into money

Suddenly coming into a lot of money can change your life considerably. Find out how wealth management can help you to make the most of it.

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Selling a business

Selling a business you’ve built up can be exciting and daunting. Find out how we can advise you on managing your wealth before, during and after the sale.

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Regaining control after divorce

Financial considerations can add to an already stressful experience. Find out how we can help you take control of your finances after divorce.

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Planning finances after a bereavement

Sorting the finances following the loss of a loved one is tough. Even more so if they took care of the money. See how we can help you take the reins and continue your lifestyle.

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Our wealth management services

Independent wealth planning 

Our 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. 

Our independent wealth planners can help manage all aspects of your finances and investments and ensure they are structured, to meet your financial goals now and in later life.

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Discretionary portfolio management

Our investment solutions offer you access to a wide range of portfolio building and management resources, supported by our rigorous and robust investment process, including insights into local and international markets.

If you choose our discretionary investment service, your own dedicated investment manager will build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment. Our investment team will continually look for suitable opportunities from around the world for you.

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Traditional stockbroking

If you take an active interest in financial markets and wish to make your own investment decisions, our award-winning stockbroking services will enable you to trade in UK equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

Our qualified and experienced investment team have access to the very latest research, market information systems and dealing technology, enabling them to respond to your requests promptly and execute your orders with skill and efficiency.

Find out more

  

Wealth management explained in more detail

  

Speak to a personal Wealth Manager

To discuss your wealth management 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.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

  

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Some of our wealth management experts

If you would like to know how more about wealth management, 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.


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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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Photo of Dudley Warnes

Dudley Warnes

Senior Investment Manager

Dudley has been a stockbroker for over 30 years managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts, corporates and pension funds. He is a Chartered Wealth Manager and fellow of the Chartered Institute of Securities & Investments. His focus is also on business development within the intermediary community working closely with Financial Advisors, Solicitors and Accountants to help provide solutions to their client’s needs.


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Find out more about our expert team

Our people

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.