Wealth Planner
I am a holistic financial planner passionate about helping my clients by providing clear and concise advice, with a particular focus on helping clients who are experiencing or expecting significant changes to their circumstances. This includes divorce, bereavement, retirement, or the sale of a business. By understanding what truly matters to my clients, I am able to produce a financial plan that provides peace of mind regarding their financial affairs. I joined Canaccord’s Worcester office in November 2021 but look after clients across a wide geographic area.
Location: Worcester
A bit about me:
I am passionate about the countryside and love walking my two dogs in my spare time. When I’m feeling adventurous, I can be found either climbing up a mountain or skiing down it.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
To me, Can-do is understanding the personal element in what we do. This means going above and beyond to be approachable to clients and colleagues alike.
Contact:
harry.plunkett@canaccord.com
019055953645
View Harry Plunkett's profile on LinkedIn