Canaccord Wealth

About the Firm

Canaccord Wealth is one of the UK’s top wealth managers – with £38.3bn assets under management as of 30 June 2025. We’re committed to building and protecting our clients’ wealth, serving them with nationwide offices and international investment specialists.

From expert investment management to hands-on financial planning, our clients benefit from a comprehensive suite of services. This includes discretionary portfolio management, as well as retirement and estate planning.

We are part of Canaccord Genuity Group. Established in 1950, it is now a leading global financial services firm with offices in 10 countries and operations all over the world.

Work

Financial planning advice including retirement planning, inheritance tax planning and long-term care planning

Investment management including portfolio management and stockbroking services

Key Contacts