Canaccord Wealth launches integrated wealth planning service in the Isle of Man
The firm now offers full integrated wealth management: investment management, wealth planning, and stockbroking in the Isle of Man.
Canaccord Wealth has made three key strategic hires as it launches a new wealth planning service in the Isle of Man.
For the first time, the firm now offers full integrated wealth management: investment management, wealth planning, and stockbroking.
The wealth planning service specialises in retirement planning, pension consolidation, financial protection and cashflow modelling. It is designed to support both local residents and those relocating to the Isle of Man, particularly in light of ongoing uncertainty around UK tax policy.
Leading the new offering is Sandra Cardwell, Head of Wealth Planning. Sandra brings over 30 years’ experience in financial services, including senior roles at Lloyds Banking Group and Edgewater Associates. She has worked extensively with high-net-worth clients and international offices, delivering tailored financial planning solutions across a broad range of needs.
Sandra is joined by Paul Warburton, Wealth Planning Director, who has more than 25 years’ experience in private banking, investment strategy and corporate financial solutions. Paul previously led client proposition development at Edgewater Associates and before that was a private banker at Coutts & Co.
Denise Walton joins as Wealth Planning Officer, bringing over 25 years’ experience in financial services and supporting wealth planning operations.
Tom Richards, Head of Wealth Management said:
Tom added: "With the addition of Sandra, Paul and Denise, we’re bringing deep local expertise and a highly personalised approach to help clients navigate key financial decisions with confidence. Please do get in touch with us if you would like further information".
About Canaccord Wealth
Canaccord Wealth is a top ten UK wealth manager by assets under management. We offer personalised discretionary portfolio management, advisory and execution-only stock broking, and wealth planning to individuals, businesses, and charities. With 16 locations across the UK, Guernsey, the Isle of Man, and Jersey - and expanded reach to support clients in Singapore and Dubai - our focus is on providing tailored solutions to help our clients grow and manage their wealth with confidence.
About Canaccord Genuity Group Inc.
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has wealth management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. The Company’s international capital markets division operates in North America, UK & Europe, Asia, and Australia.
Canaccord Genuity Group Inc. is publicly traded under the symbol CF on the TSX.