One hour to see your wealth more clearly
Our independent market research* shows that many high earners delay financial planning - not because it isn’t important, but because time is scarce.
Yet our research also found that having regular conversations with a trusted adviser can actually save time, help reduce complexity and bring confidence to decision-making.
This is why we’ve designed your first hour with Canaccord Wealth to be of real value at no expense or obligation to you, whether or not you choose to take things further.
Your time is valuable. Your free consultation is designed to be equally so.
Your introductory call
In our first call, we’ll focus on getting to know you. By understanding your current situation and ambitions for your wealth, we can add the most value and introduce you to the Wealth Manager best suited to your needs.
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. Find out what to expect.
Your complimentary consultation
Your complimentary face-to-face consultation is all about what you want to achieve and potential strategies to help you get there. This is not a sales meeting. It’s an expertly guided conversation that helps you understand where you stand and what’s possible next.
Our focus is on how we can deliver immediate value by:
• Reviewing your income, assets and outgoings
• Discussing your current priorities and future plans
• Understanding your aspirations for you and your family
• Looking at how your current investments are performing
• Identifying how wealth planning, investment management or a combination of both, could support your objectives
If appropriate, we can take all your financial needs into consideration, from tax strategies to investment management.
This might involve cash flow modelling, where we build a picture of your finances by assessing your current and forecasted wealth. This can help us identify if there are any areas that can be improved, or if there are changes that need to be made to maintain or reach your desired lifestyle.
Our wealth management services
Investment management
Let us actively manage your investments or simply take advantage of our stockbroking and execution-only expertise.
Our investment management service is designed to align your portfolio with your objectives, attitude to risk and time horizon. Your dedicated Investment Manager will build and manage a diversified portfolio on your behalf, drawing on deep market insight and a disciplined investment process.
Wealth planning
No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs – whether it’s cashflow modelling, tax structuring or retirement planning.
Wealth management
Our fully integrated service ensures all your finances are working in harmony to achieve your goals. We will build a dedicated team around you, including a personal Wealth Planner and Investment Manager who together will ensure your financial plans and investments are co-ordinated for long-term success.
Committed to our clients
Your needs and aspirations are our top priority, which is why we’re set up to support you any way we can.
325+
client-facing professional advisers
Independently rated by industry experts
*The research was carried out by Censuswide on behalf of Canaccord Wealth between the 25 June 2025 and 3 July 2025, among 500 High Net Worth individuals based in the UK.