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Fees and charges

Transparency is vital for a trusted and productive partnership. Our fees and charges will always be clear and we ensure our clients fully understand them before agreeing to anything they can be charged for.

How it works

At Canaccord Wealth, we provide fee-based wealth planning advice. This means our costs are tailored to the client's specific circumstances. Before we start work, we’ll always:

  • Assess the clients situation to find out what they need
  • Clearly set out the cost of that advice in writing

We won’t charge anything until the client is happy with, and has agreed to both our fees and the advice we’ll be providing. 

If your client decides to invest with us, we usually charge an investment management fee that’s linked to the value of their portfolio and the investment service they choose. As with our wealth planning service, we’ll provide full details of all our fees and any other costs (such as third-party fund charges, tax, or duties), so that all parties are clear with everything before we begin.

Your clients first consultation

Our initial consultation is completely free and without obligation. This first meeting is designed to help us understand your client's circumstances - to decide whether they'd benefit from wealth planning advice or expert investment management, and in which areas.

After this consultation, if both parties agree our services are useful, we’ll provide a ‘service agreement’. The agreement will:

  • Summarise the areas of advice we believe you need
  • Confirm our costs
  • Advise whether VAT is payable

We won’t start work until the client agrees to this and our Terms of Business, to make sure everything is clear before we begin.

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.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.