Request a consultation
Unsure if we’re right for your client? The best way to find out is to arrange a free, no-obligation consultation. We’ll put you and your client 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
An initial conversation will take place over the phone and we’ll focus on understanding your clients current situation, their plans, and what they want to achieve with their investments. There’s no need to fill in any lengthy paperwork in advance – there’s absolutely no cost and no obligation too.
Initial consultation
At their first consultation, a member of our team will discuss your client's situation with them to understand their requirements and answer any questions they may have about Canaccord Wealth and the services we provide.
Proposal presentation
They’ll then receive a bespoke proposal detailing a personal investment portfolio that matches their individual requirements, attitude to risk, and overall goals.
With you for the long term
Our mission is simple: to help your client build their wealth with confidence. We’ll always keep them informed about their investment portfolio and performance and will continue to work with them to build our relationship on their terms.
We can meet with face-to-face, by phone or by email, at home or in the office, whichever is most convenient for them. Accounts can also be accessed online at any time through our app.
Fees and charges
Our first consultation together comes at no cost, with no obligation for your client to continue. If they decide to work with us after their consultation, we’ll provide a detailed service agreement, breaking down any future costs before they commit to anything.