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Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

Don’t score a financial own goal: here’s some financial planning tips to stick to
11 July 2024 in Wealth/financial planning

Can’t stick to your financial goals? We’ve outlined five key fiscal resolutions, which are realistic and easy to measure. Use these ideas to help you become the best goalkeeper you can.

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Trusts for estate planning: what, when and how?
9 July 2024 in Wealth/financial planning

Andrew Chastney, technical specialist, Canaccord Wealth Management discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

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Navigating opportunities: the resilience and potential of the Alternative Investment Market

What reasons are there to be optimistic in investing in the Alternative Investment Market. Find out more. 

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Investing in gilts for tax-efficient returns

Discover how short-dated UK government bonds (gilts) offer tax-efficient returns in our Gilts Portfolio Service. Our wealth planners can help you find out more.

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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?

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How to take control of your wealth
28 March 2024 in Wealth/financial planning

Our expert independent Wealth Planners suggest 10 steps you can take to better harness the full potential of your wealth and achieve your financial goals.

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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.