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Wealth planning

This service is designed to manage the whole of your finances, including your investments, and ensure they are structured to meet your objectives.

However, we can also work with you on a one-off, short-term basis to find a solution to an individual query or problem affecting, for example, your pension or long-term care.

Because our financial planning service is fee based and independent, your Financial Planner isn’t tied to any specific provider or products – not even our own. Instead they can look at all the options and recommend the ones that are best for your needs.

This allows us to work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

Why choose our wealth planning service?

  • It is an independent, fee-based service, so our advice and recommendations will be determined entirely on what's best for your personal needs
  • You will benefit from our in-depth expertise and considerable experience; most of our Financial Planning Advisers have been in the industry for many years
  • We can provide you with exposure to multiple asset classes and alternative investments such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs)
  • Your Financial Planning Adviser can access the expertise of our Canaccord Genuity sister companies, including our investment banking division who can advise you on the sale or flotation of your business.

Find out more about how wealth planning can help you to achieve your long-term financial goals with David Goodfellow, Head of UK Financial Planning and Min Saha, Investment Director.

Download our wealth planning brochure

  • Find out why wealth planning is so important
  • How it can help you to plan your future
  • Read more about our specialist services.
Download

 

At a glance: IHT

  • Read how inheritance tax (IHT) will affect you and your family
  • Make sure your family don't pay more than they need too
  • Learn how to help manage IHT.
Download

At a glance: pensions

  • Learn how to start protecting your future now
  • Read more about our specialist services
  • Find out what you can invest in.
Download

Some of our personal Wealth Planners

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

Photo of Mike Ferrington

Mike Ferrington

Wealth Adviser

Areas of expertise:

Tax-efficient investment structuring, Pensions and retirement planning, Inheritance tax

Photo of Phil Raper

Phil Raper

Wealth Planning Director

Photo of Simon Moore

Simon Moore

Head of Wealth Planning

Areas of expertise:

Holistic financial planning, retirement planning

Find out more about our expert team Our people

Keeping you informed

Markets in turmoil – our view

This week’s market turmoil, like in February and March, started as a technical correction after six months of straight-up markets which required a little breathing space. Soon thereafter, however, fundamental concerns have crept in.

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The big questions on investors’ minds: 2020 recession, no-deal Brexit, emerging market turmoil and midterm madness?

A US recession in 2020 is now the consensus call among strategists and economists. Many are therefore positioning for an end to the cycle by reducing risk. We are sympathetic to the prudence but disagree with the arguments leading to that conclusion. Is the economy living on borrowed time?

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Should you stay invested and ignore all the noise?

This week Tony Dwyer, Chief US Market Strategist at Canaccord Genuity and ‘Wall Street’s biggest bull’, came over from his office in New York and presented to our clients. 

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Wealth blog updates

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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