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Canaccord Genuity Wealth Management (CGWM)
Letchworth garden cityAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentFairstone Group
HavantFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12656Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentKingswood Group
Whitley bayAdam is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 20+ years’ experience within Financial Services, 15 of which advising clients, providing tailored, holistic, financial planning.
Clients
helped361Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Redmayne Bentley Investment Managers
LeatherheadAt Redmayne Bentley, we bring extensive experience in bespoke investment management, financial planning and traditional stockbroking services with over 25 office locations nationwide.
ClientsRecently added
helpedMinimum
wealth£100k+Financial planningInitial consultation free FCA verified RestrictedThe Private Office
GraysIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped33493Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified Independent- Clients
helped572Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Retirement Solutions (UK) Ltd
Great linfordWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5401Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentNetwealth Investments Limited
LondonWealth management as it should be. Expert advice and investment management combined with the latest technology, at much lower fees.
Clients
helped26Minimum
wealth£250k+Pensions & retirement+1Initial consultation free FCA verified RestrictedHumboldt Financial
BurnhamAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1985Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
WallingtonAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified Independent
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
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