Canaccord Genuity
Initial consultation free
Independent
We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
We can advise you on
Clients
helped
66helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Nero Patel FPFS CFP
Wealth Planning Director
What our clients say
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Nick Feinberg, Creative Director, Heart FM
“You’ve been amazing…thank you very much”
“So good to find someone who isn’t simply trying to skin me of my last penny”
“Really appreciate your honest and prompt help”
cp
City professional
Highly recommend Nero and his investment colleagues who have saved me a lot in unnecessary fees and I can now see exactly how I am invested
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Mrs W
Having spoken to a number of IFAs who insisted that I put all my funds on a platform, it was refreshing to work with Nero who was able to deal with my existing affairs without moving things...
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Mr Payne
Nero helped me sort out my pension affairs getting me out of the poor funds my previous IFA selected. My funds are now constantly monitored and in a much better pension company.
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