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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 Jeremy Hippolite

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 WM (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.

Photo of Simon Kay

Simon Kay

Head of Business Development

Simon graduated from the University of Stirling with an Honours degree in Scottish Literature in 1997 and began his career in financial services with the Edinburgh investment house Friends Ivory & Sime, where he provided support to IFAs as well as its sales team. After relocating to London in 2001, Simon worked in business development for a range of companies including Investec and Aberdeen Asset Management. He joined SEI in 2009, where he worked with IFAs, private banks and direct-to-consumer businesses. Simon joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth and is an Associate Member of the CISI, holding its Diploma in Investment Advice.

Keeping you informed

How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

Read more
Your Autumn Statement 2022 update and what it means for you

This was never going to be an easy message for a Chancellor to deliver. The economy is in recession and yet tax rises and tight public spending are now the order of the day.

Read more
How to calculate your personal tax allowance over £100,000

In this article, Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

Read more

See all blog posts


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.