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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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  • Wealth planning

Wealth planning

Our Wealth Planners can help your clients’ plan their future today

By working together with legal and accountancy professionals, our complementary wealth management expertise will ensure that, collectively, we provide your clients with a more comprehensive service and holistic approach to wealth planning.  

Our Wealth Planners will advise your clients on how to structure their wealth in order to help them protect, grow, and ultimately pass it on to their family and loved ones.  

We operate independently with no ties to any financial product or service, not even our own, so our Wealth Planners can work with your clients in a clear, transparent partnership, giving them objective, comprehensive financial advice wherever they are in life.

 

How our wealth planning service works

Your client’s will be given a dedicated Wealth Planner who will:

  1. Review your clients’ current circumstances including any business interests and future financial needs
  2. Draw on their expertise and experience to devise a wealth planning strategy for your clients, with the aim of preserving, growing, and passing on their wealth as tax efficiently as possible
  3. Regularly review their financial plan, alongside savings and investments, to ensure they are working hard and harmoniously together to achieve your clients’ objectives both now and in the future.

   

Help your clients plan their future

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

Get in touch

   

David Goodfellow, Head of UK Financial Planning and Min Saha, Senior Investment Director explain how independent wealth planning can help your clients achieve their long-term financial goals.

 

Why choose our independent wealth planning service for your clients?

Expert and professional support as a high-end top 10 wealth management company with many years’ experience of managing clients’ wealth.  

  • Independent financial advice on how to structure wealth to help meet their goals
  • Our Wealth Planners are not tied to any provider or products, not even our own
  • Wealth planning experts with many years’ experience
  • Specialist advice including IHT, retirement and long-term care
  • Fair and transparent fees agreed upfront with your clients
  • Access to industry-leading tools, research, and analysis

  Our specialist wealth planning solutions

No matter how complex your clients’ finances or personal situation, we have the expertise and market-leading tools at our disposal to provide them with sophisticated and forward-thinking advice, tailored precisely to their needs.

Retirement planning

Bespoke planning, pension advice and cash flow modelling to achieve the retirement your clients want.

Find out more

Inheritance tax services

Careful and expert inheritance tax planning service to ensure your clients are able to pass on more of their wealth to the people and causes they choose.

Find out more

Long-term care planning

Helping your clients create a plan designed to maximise their income for care home fees, while maintaining capital tax-efficiently for inheritance purposes to see them comfortably through the rest of their life.

Find out more

Estate and probation service

A comprehensive estate and probate valuation service supporting both legal professionals and executors acting independently.

Find out more

Services for business owners

Our highly qualified wealth planning experts specialise in providing strategic and forward-thinking advice on business exit planning, business protection, tax mitigation, pension planning and retirement.

Find out more

Help your clients plan their future

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

Get in touch

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.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

How can we help?

If you would like to know how we can help with your clients' wealth planning needs, our team will be delighted to answer your questions and provide more details of our services.

   

Photo of Simon Kay

Simon Kay

Head of Business Development

After graduating from the University of Stirling in 1997, I began my career in financial services with the Edinburgh investment house Friends Ivory & Sime, where I provided support to independent financial advisers (IFAs) as well as the sales team. After relocating to London in 2001, I worked in business development for a range of companies including Investec and Aberdeen Asset Management, before joining SEI in 2009, where I worked with IFAs, private banks and direct-to-consumer businesses. I joined the company as part of the acquisition of Punter Southall Wealth and am an Associate Member of the CISI, holding its Diploma in Investment Advice.


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Jeremy Hippolite

Head of Professional Partnerships

With over 25 years’ experience in financial planning, private banking and wealth management, Jeremy heads up Professional & Strategic Partnerships for Canaccord Genuity Wealth Management (CGWM) across the UK.  

He is highly focused and passionately committed to growing the CGWM brand in this key sector by ensuring all partners receive the highest possible levels of service, support and ongoing engagement.   

As a highly regarded relationship management and business development executive, he has significant experience across financial planning, private banking, UHNW clients and wealth management and has covered both Onshore and Offshore markets.

Prior to joining CGWM, Jeremy has held senior level roles with Charles Stanley, Standard Life Wealth, Kleinwort Benson, Credit Suisse and Coutts & Co. In terms of qualifications, he is a Chartered Financial Planner and Fellow of the Personal Finance Society as well as holding the IMC and PCIAM designations.


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Photo of David Muncaster

David Muncaster

Head of Distribution

I am responsible for developing new business across all channels in the UK for Canaccord Genuity Wealth Management. I have specific responsibility for growing our UK intermediary business which includes IFAs and professional connections. I am also responsible for the distribution of our centralised investment services- MPS, ESG, IHT and funds. I am an experienced distribution leader. Before joining the company, I established and led distribution teams at UBS, Close Brothers and Bordier & Cie. I have hands-on experience of distribution strategy, proposition design, fund distribution, private client investment, financial planning, discretionary fund management and investment marketing.


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Keeping you informed

Spring Budget 2024: Budgeting for an election

Read our summary of the Spring budget, in which we examine how the Chancellor’s announcements may impact you.

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Wealth planning: will you be able to afford rising care home costs?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

Read more

Wealth management updates

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Want to know more?Get in touch

  

If you would like to know how our independent Wealth Planners, working collaboratively with legal and accountancy professionals, can help clients plan their financial future, please get in touch. We will be delighted to provide more details of our services.

Find out more about our independent wealth planning services.

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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.