Financial Planning For The Future An Overview Of Our Services
Canaccord Genuity Wealth Management is an award winning wealth manager committed to providing investors with a broad array of investment opportunities. Focused Wealth Management Drawing upon our global reach we focus on both the bigger picture and the finer details in our drive to meet the individual needs of investors in today s ever changing world. We look to build long-term relationships giving us a deep understanding of our clients needs, aspirations and goals. We are tireless in our pursuit of our clients success and, to this end we are constantly advancing, evolving, and creating value that makes dreams possible. 1
Our ability to retain and attract clients can be attributed to the four pillars which underpin all aspects of our wealth management proposition. By remaining focused on these, we deliver appropriate market-leading wealth management solutions to our valued clients. 2
Pillars Global Perspectives Always Advancing Our global reach and perspective provides access and insight which helps us uncover investment opportunities for our international client base. Our global network helps us maintain our investment expertise in today s constantly changing, inter-connected world. Whilst the service we offer is based around traditional values, we employ the latest thinking in wealth management. We take a decidedly forward looking view of the ever-changing financial world enabling us to deliver sound investment opportunities for our clients worldwide. Client Focused Impartiality The service we deliver to our clients is at the heart of everything we do. Due to the bespoke nature of many of our services we require a detailed understanding of our clients needs and goals which helps us retain our focus on traditional client servicing values, and leads us to develop meaningful, long term relationships. Our approach is founded upon providing impartial advice and thought. We are not tied to any one product provider and, thanks to this impartiality we are able to select stocks, bonds and funds on a best in class basis, helping us to maintain our position as pioneers in multi-manager and multi-asset investing. 3
Independent Financial Planning We acknowledge that as well as advising on investments, many investors require assistance in ensuring that their financial arrangements are appropriate for their goals and structured efficiently from a tax perspective. At Canaccord Genuity Wealth Management, as part of our comprehensive proposition we can offer investors looking for independent financial advice and structuring solutions a standalone financial planning service via our separately authorised company, Canaccord Genuity Financial Advisers Limited. For independent advice, be it on pensions, succession planning or for just looking for an objective and impartial review of your various investment portfolios our financial planning service can complement your existing arrangements. 4
Tailored Solutions Our financial planning team is independent and therefore perfectly placed to advise you on how to achieve your investment goals. This service is available to all clients and usually encompasses the following: A complimentary first meeting to discuss your needs and objectives, including your specific risk tolerances and an initial review of your current arrangements. Independent advice across all areas of personal finance with a specific focus on retirement planning, succession planning and ensuring your wealth is appropriately structured with regards to tax. Tailored solutions designed to help you meet your goals. Who Can Benefit From The Financial Planning Service? Anyone who saves for the future can benefit from a review of their personal financial arrangements, but particularly those with a pension. Pensions, in many cases the largest asset, are often ignored when reviewing personal finances, however, an incorrectly structured or managed pension portfolio can significantly affect your retirement planning. Investors with one or more managed portfolios can also benefit from a review as often this will highlight an undue level of risk across an investor s total wealth, which may not match the identified goals. 5
The Planning Process Typically, we will look to have face-to-face meetings to discuss your existing arrangements and more importantly to determine your goals. In the case of a pension review our comprehensive service includes: Review and assessment of the investment performance across all your pension plans. Detailed analysis of your current pension plans including the asset allocation, risk profile and underlying performance of the funds. Providing an understanding of your current administrative charges and allowances. Recommending a suitable pension arrangement to help manage your risk while optimising your returns with the aim of meeting your future retirement needs. About Canaccord Genuity Wealth Management Canaccord Genuity Wealth Management is an award winning wealth manager committed to providing investors with a broad array of wealth management solutions. Across our businesses we can offer the following services to private clients: Pension planning. Inheritance Tax and succession planning. Tax planning and structuring. Comprehensive Wealth Planning Service. 6
Contact Australia Canada Guernsey Isle of Man Jersey Switzerland United Kingdom For more information, please contact your usual Canaccord Genuity Wealth Management portfolio manager or, if you prefer, please contact our wealth advisors direct: Nero Patel FPFS CFP London Financial Planning Director 41 Lothbury Chartered Financial Planner London EC2R 7AE T: +44 (0)20 7523 4751 E: nero.patel@canaccord.com David Goodfellow Director www.canaccord.com/uk T: +44 (0)20 7523 4738 E: david.goodfellow@canaccord.com Accolades and Awards Wealth Management Citywealth Offshore Awards UK Offshore Investment Manager of the Year 2012 Winner Spear s Wealth Management Awards Asset Manager of the Year for High Net Worths 2011 Winner Portfolio Management Defaqto 5 Star Rating Discretionary Portfolio Management Service 2013 Money Marketing Financial Services Awards Best Discretionary Adviser 2012 Winner 7
Important Disclosures Investment involves risk. The investments discussed in this document may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment advisor. Past performance is not necessarily a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Where investment is made in currencies other than the investor s base currency, the value of those investments, and any income from them, will be affected by movements in exchange rates. This effect may be unfavourable as well as favourable. Levels and bases for taxation may change. Canaccord Genuity Wealth Management is a trading name of Canaccord Genuity Financial Advisors Limited which is authorised and regulated by the Financial Conduct Authority, and is a wholly owned subsidiary of Canaccord Genuity Group Inc. Registered office: 41 Lothbury, London, EC2R 7AE. Registered in England & Wales no.05525834. 8
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