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

Wealth news and insights

Our news and insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news. You can sign up for our latest wealth management news if you would like to receive regular financial insights from our experts. 

Latest posts

Don’t score a financial own goal: here are some financial planning tips to stick to
10 July 2024 in Wealth/financial planning

Can’t stick to your financial goals? We’ve outlined five key fiscal resolutions, which are realistic and easy to measure. Use these ideas to help you become the best goalkeeper you can.

Read more
Trusts for estate planning: what, when and how?
8 July 2024 in Wealth/financial planning

Andrew Chastney, technical specialist, discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

Read more
A seismic shift in UK politics - stability in asset markets
5 July 2024 in Latest market updates

As the dust begins to settle on the 2024 UK general election, Tom Becket analyses the immediate and longer-term impact on UK asset markets.

Read more
All change for our government… but no change for UK asset markets?
25 June 2024 in Latest market updates

In a year when many big countries go to the polls to vote, will the upcoming UK general election have much of an impact on markets?

Read more
Why cash flow planning is not just for business
18 June 2024 in Wealth/financial planning

As a business owner, you’ll be familiar with cash flow to establish and maintain the health of your business, but how do you assess the wellbeing of your personal wealth? Discover how cash flow modelling can maximise the personal financial benefits of exiting your business and help you achieve your goals.

Read more
Succession: Your guide to managing inherited wealth

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

Read more


Wealth management updates

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

Find out more

All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

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.