Canaccord Genuity Wealth Management (CGWM)

As an award-winning wealth management firm in the UK, with colleagues and offices nationwide, we’re here to help you organise your finances so that you can be confident you will achieve your goals. 

Most people find the best way to achieve confidence in their financial future is by taking a comprehensive approach to managing their wealth that considers your personal values and goals. At Canaccord, we can help you do this by combining independent financial planning advice with expert investment management, tailored to your needs. 
 
Being independent means our financial planners provide unbiased advice and personalised, tax-efficient plans, developed specially for you. And in a world where investments have become increasingly standardised, we still believe in tailoring investment portfolios to match the needs of our individual clients. With a strong 20-year performance track record, we offer a broad range of multi-asset investment services, including market-leading capabilities in IHT (inheritance tax) and fixed income investing. 

You choose the elements of our service you need and how you want to work with us - and we'll build our service around you.