Management that works for you
Through every life stage, milestone, and lifestyle choice, your financial situation is bound to change. That’s why having a wealth strategy that adapts with you – factoring in the goals that you value most – is so important.
With individual wealth management, you can get financial advice that is totally tailored to you. Explore the most effective ways to grow and plan your wealth for the future with a dedicated Wealth Planner, who’ll guide you through a bespoke financial plan and investment strategy.
How we can help
Reach your financial aspirations with services made to support you at every step.
Our services
Benefit from a holistic view of your finances that involves planning, advice, and investing.
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Investment management
Ensure your money is working as hard as it can with our investment management service.
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Common questions on individual wealth management
Private wealth management (also known as personal or individual wealth management) involves creating and managing a comprehensive financial strategy for high-net-worth individuals. It covers investment planning, tax optimisation, estate planning, and managing risk to preserve and grow wealth while meeting your personal financial goals.
With individual wealth management, you gain expert guidance tailored to your financial situation, helping to optimise investments, protect assets, and reduce tax burdens. It ensures your wealth aligns with life goals like retirement, legacy planning, and charitable giving.
You may need wealth management if you have complex finances, high-value assets, or are going through or approaching major life events like selling a business, retiring or receiving an inheritance.
We start by understanding your financial goals, risk appetite, family situation, and aspirations. Through ongoing conversations and careful analysis, we craft and regularly adjust a strategy that evolves with your life circumstances.
Important information
We don’t offer tax advice at Canaccord Wealth; however, we will work with your legal and tax advisers to ensure the most appropriate solution is recommended. The tax treatment of all investments depends upon individual circumstances, and the levels and basis of taxation may change in the future.
