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Wealth planning

Our wealth planners can help you plan your future today

What exactly is wealth planning? Wealth planning involves advising you on how to structure your wealth in order to help protect it, grow it, and ultimately pass it on to your family and loved ones.

Our wealth planners operate independently with no ties to any financial product or service, not even our own. This means your personal Wealth Planner can work with you in a clear, transparent partnership, giving you objective, comprehensive financial advice wherever you are in life.

How our wealth planning service works

  1. Your personal Wealth Planner will look at your current circumstances including any business interests and your future financial needs.
  2. Your personal Wealth Planner will draw on their expertise and experience to devise a wealth planning strategy for you, with the aim of preserving, growing and passing on your wealth as tax efficiently as possible.
  3. Your personal Wealth Planner will regularly review your financial plan alongside your savings and investments to ensure they are working hard and harmoniously together, to achieve your objectives both now and in the future.

  

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

  

Speak to a personal Wealth Planner

To discuss your financial planning needs, book a complimentary, no-obligation consultation.

Request a consultation

Why choose our independent financial planning service?

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

 

Independent wealth planning dedicated to you

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

In-depth review of your finances

A full review of your finances, leading to a personal wealth management plan.

Find out more

Plan your retirement

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.

Find out more

Passing on family wealth

Expert advice on how to mitigate IHT and effectively transfer your wealth to the next generation.

Find out more

Planning for long-term care

Including the potential cost of care.

Find out more

Wealth planning for business owners

Specialist advice on protecting your business, retirement, employee benefits and selling or floating your business.

Find out more

Learn about wealth management

If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.

Find out more

Speak to a personal Wealth Planner

To discuss your financial planning needs, book a complimentary, no-obligation consultation.

Request a consultation

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.

Thinking about changing your wealth manager?

Book a free service review to share your concerns and learn how much more we can-do for you and your long-term prosperity.

Find out more

New to wealth management?

If you’re new to wealth management, read on to get you up to speed on how it can help you achieve your goals.

  

Keeping you informed

Making your money meaningful

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

Read more
Is cash flow modelling right for you?

How can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.

Read more

Wealth management updates

See all blog posts

Some of our wealth planning experts

If you would like to know how our independent wealth planners can help, please get in touch. We would be delighted to provide more details of our services.

Photo of Debbie Kay

Debbie Kay

Wealth Planning Director

Debbie provides high quality independent financial planning advice to high net worth individuals, families and trusts. She specialises in dealing with Private Office clients who typically have more complex affairs.This includes financial structuring, investment consulting, strategic asset allocation, appointment of discretionary investment managers, coordination of professional advisers, succession planning, philanthropy and charitable giving.


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Phil Raper

Wealth Planning Director

Phil is a Wealth Adviser for Canaccord Genuity Wealth Management, providing bespoke lifestyle, wealth and tax planning advice to high net worth individuals. He is a member of the Personal Finance Society, the Institute of Financial Planning and the Chartered Insurance Institute.


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Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

I started my financial career as a trainee Chartered Accountant on Black Monday in 1987 and moved to the world of private client financial planning in 1990. I was an advisor for Watson Wyatt and then Hill Martin before moving to Eden Financial to start their Financial Advisers business. The Company acquired Eden Financial in 2012, and I subsequently became Head of Wealth Planning in 2015.

I specialise in both financial planning and tax driven investment planning, including advising on VCTs, EISs and investments attracting Business Relief for IHT purposes. I am a member of the Personal Finance Society and the CISI.

I have been involved in a number Wealth Planning acquisitions the company has made over the past few years and have seen our adviser team grow from approximately ten in 2019, to nearly 50 in 2023. Retaining a strong culture within the firm and ensuring our clients receive consistently high-quality advice and solutions is largely to thank for this expansion.


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Find out more about our expert team
Our people

Download our financial planning brochure

  • Find out why financial planning is so important
  • How it can help you to plan your future
  • Read more about our specialist services.
Download

 

 

Book a free consultation with a Wealth Planner

  

Typically, we provide financial advice to clients with assets over £250,000. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

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What happens next?

1. Arranging an initial consultation

First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.

2. Your consultation 

During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.

3. Referral to a Wealth Planner or Investment Manager

If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.

4. Working with you long-term

With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.

 

How can we help?

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

UK
+44 20 7523 4500

Guernsey
+44 1481 733900

Isle of Man
+44 1624 690100

Jersey
+44 1534 708090

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.