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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

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

Retirement planning

  • Find out why retirement planning is so important
  • Learn how to make the most of your retirement
  • Read about our specialist services.

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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 David Goodfellow

David Goodfellow

Head of UK Financial Planning

Photo of Mike Ferrington

Mike Ferrington

Senior Wealth Adviser

Areas of expertise:

Tax-efficient investment structuring, pensions and retirement planning, inheritance tax

Photo of Angela Lloyd-Read

Angela Lloyd-Read

Wealth Adviser

Areas of expertise:

Pensions, tax and retirement planning for high net worth individuals.

Find out more about our expert team

Keeping you informed

Exploring the future – retirement with Baroness Ros Altmann

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

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Exploring the future - an ageing world

As part of ‘exploring the future’, we spoke to different experts to find out what long-term trends are they seeing and how these might affect your long-term financial plans and investments.

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Why aren't women investing?

Recently, we undertook research to test our hypothesis that women don’t invest in the markets (stocks, shares and bonds etc.) as much as men. With more than a third of high net worth women (35%) saying they don’t have an investment portfolio, compared to 17% of high net worth men, our belief was confirmed.


 

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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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