Request a consultation

Unsure if we’re right for you? The best way to find out is to arrange a free, no-obligation consultation. We’ll put you in touch with the right expert for your needs. We typically provide financial advice to clients with over £250,000 of investable assets.

How it works

Introductory call

15-30 minutes

In our first call, we’ll focus on getting to know you and what you’d like to achieve with wealth planning. By understanding your current situation, hopes for the future, and ambitions for your wealth, we can start to build up a picture of where we can add the most value for you.

There’s no need to fill in any lengthy paperwork ahead of the call, no cost, and no obligation to continue if you feel it’s not a good fit.

Fees and charges

Our first consultation together comes at no cost, with no obligation for you to continue. If you decide to work with us after your consultation, we’ll provide you with a detailed service agreement, breaking down any future costs before you commit to anything.

Learn more about fees and charges

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

Typically, we provide financial advice to clients with assets over £100,000. Please note, we do not offer a one-off share sale service below £250,000.

If you are interested in career opportunities at Canaccord Wealth, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

Please provide a value for First name

First name*

Please provide a value for Surname

Surname*

Please provide a value for Email address

Email address*

Please provide a value for Phone number

Phone number

Please provide a value for Details of enquiry

Details of enquiry*

I consent to receiving marketing communications from Canaccord Wealth.

I have read and agree to the privacy policy.

This field is required.