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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

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 Phil Raper

Phil Raper

Wealth Planning Director

Photo of Nero Patel

Nero Patel

Wealth Planning Director

Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

Find out more about our expert team Our people

Keeping you informed

Investment market update - keeping some perspective

We believed that the investment landscape was not as bleak as some market participants were suggesting at the end of 2018, and it is encouraging that investors have now seemingly adopted a much more positive mindset, as evidenced by the sharp recovery in equity markets since their December lows. So, has anything substantial changed in investment markets since the end of last year?

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Positioning investment portfolios for slowing growth and political uncertainty in 2019

After a turbulent fourth quarter in 2018 that provided a particularly disappointing end to the year (where, for 2018 as a whole, equity markets fell and bonds and cash eked out only meagre positive returns), our attention now turns to how to position investment portfolios for 2019. All the more so as equity markets have rallied strongly since the end of last year. Where to from here?

Read more
Getting your finances in shape for 2019: three financial resolutions to help you succeed

Here are our top three New Year’s financial resolutions to help you plan for a successful 2019 and beyond.

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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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