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Wealth blog

Welcome to Canaccord Genuity Wealth Management UK’s wealth blog. Here you can find articles covering a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up to our wealth blog if you would like to receive regular financial insights from our experts.

Latest posts

Pension planning at a glance

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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Will I run out of money? How does cash flow modelling work?
27 February 2019 in Retirement planning, Wealth planning

Nero Patel, Senior Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

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Investment market update - keeping some perspective
19 February 2019

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
30 January 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?

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Pensions at a glance
26 January 2019 in Retirement planning, Wealth planning

It’s never too early to start planning ahead or to review your existing pension arrangements, and it may be time to consider your options. 

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Getting your finances in shape for 2019: three financial resolutions to help you succeed
8 January 2019

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

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

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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