Our comprehensive wealth planning service looks at your financial arrangements as a whole.

This service starts with an independent, fee-based strategic review of your entire financial situation, incorporating cash flow modelling if appropriate. We will then identify specific issues, analyse these in more detail, and recommend changes that will help you meet your long-term goals.

As our advisory service is independent, your personal wealth planner is not tied to any specific products or providers. They are fully aligned to your needs and are free to consider all the available options to ensure you have the best structure in place to meet your financial objectives.

We will also ensure our investment management services, and any we set up for you through external providers, are working seamlessly together towards your long-term prosperity.

Complete wealth advice focused on your priorities

Canaccord Genuity Wealth Management’s independent wealth planning experts will build and maintain a long-standing relationship with you, reviewing your personal wealth plan regularly to make sure everything is still working as intended, and that you are confident it will produce the results you want.

Working closely with you, we will consider:

Your existing savings and investments

Your tax situation

Properties, including any holiday homes or investment properties

Your income, including bonuses, interest on investments and rent

Your other assets, including art and jewellery

The currencies and jurisdictions in which you’re invested

The jurisdiction where you are resident or domiciled

Your insurance arrangements.

We will also look into the future and allow for any money or assets you might inherit, your children’s or grandchildren’s education, your pension and long-term care provisions, and estate planning.