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Personal wealth management

When you are choosing a Wealth Manager, you need to be sure they will listen to your financial planning requirements and support you in achieving your objectives.

With Canaccord Genuity Wealth Management, you can be confident that together, we will develop a relationship on your terms. We will spend time exploring your financial planning options, finding out about your likes and dislikes, your attitude to investment, and your long-term objectives, and if you are UK based, whether you would also benefit from financial planning advice.

We will keep you informed, every step of the way, and of course your Wealth Manager will be available to talk to you when you need them.

Experienced investors

We will work with you to get to know what kind of relationship will suit you, and how much advice you need from us.

New investors

We will help you every step of the way. Your Wealth Manager will be happy to share their knowledge and expertise with you and explore your wealth options.

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Wealth management services

Portfolio management

An expert Wealth Manager will run your personalised portfolio making adjustments on your behalf.

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Wealth planning

Independent advice to help manage the whole of your finances and ensure your arrangements are on track to create the future you want.

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Stockbroking services

Our stock trading team combines fast, responsive action with a highly personalised, award-winning service. You can choose either our advisory or an execution-only service.

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Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

Investment funds

We provide a selection of funds to suit your desired risk and variable levels of wealth.

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Inheritance tax services

To make sure your family, friends and favourite causes inherit as much of your wealth as possible.

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Why choose Canaccord Genuity Wealth Management?

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and its performance
  • We can discuss whether you want updates face to face, by phone or by email
  • Your wealth is in specialist hands, as we focus on wealth management and financial planning
  • We will design a unique portfolio that meets your individual needs and matches your attitude to risk
  • We have a long track record of delivering consistent investment returns

Download our brochure

Take away information about all our personal wealth management services and our investment process in one document.

Download brochure

US citizens

We also provide a comprehensive investment management service, specifically designed for US citizens resident in the UK. 

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Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

How can we help?

If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Keeping you informed

The spring statement – unsurprisingly overshadowed by Brexit uncertainty

Usually the Chancellor of the Exchequer’s spring statement is an important event in the UK political calendar, albeit one downgraded in recent years now that the full budget comes in the autumn.

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A guide to your pension income drawdown options

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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Are you putting too much into your pension and risk being (tax) penalised?

There is a limit to how much you can save into your pension tax-free over your lifetime, known as the lifetime allowance (LTA). It’s been controversial because the government has steadily reduced the limit down from £1.8m in 2012. From this April 2019, the limit will be £1.055m.

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Investment news update

See all blog posts

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.

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