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Welcome to Canaccord Genuity Wealth Management Blackpool
Canaccord Genuity Wealth Management’s office in Blackpool has been managing client investments for over 125 years. Although we have grown considerably over this time, we pride ourselves on the personal service we continue to provide to our clients, many of whom are now second and third generation investors. So, whether you are looking for independent financial advice, a tailored portfolio to suit your individual needs and attitude to risk or a combination of the two, we are here to help you.
Ready to secure your financial future?
Arrange a no-obligation call from a member of our Blackpool team
Our people in Blackpool
You can depend on our team of specialist wealth management experts for a combination of award-winning portfolio management, stockbroking and wealth planning.
Our core services
Investment management
We offer a range of specialist investment services, from discretionary portfolio management to stockbroking. Supported by 14 experienced investment committees and 76 in-house researchers, our centralised investment process is rigorous, robust and based on our global outlook, investing in markets around the world.
Independent wealth planning
Independent, expert financial advice to protect your wealth at every stage of life including specialist retirement, IHT and long-term care planning carefully tailored around your individual needs.
Proud to be part of the Blackpool community
As a local employer and as residents of Blackpool, we are proud to work with a number of charities in this area. For several years now we have been the main sponsor of the annual Lancashire Wooden Spoon Luncheon, which raises thousands of pounds for local children’s charities and other worthy causes.
Ready to secure your financial future?
Arrange a no-obligation call from a member of our Blackpool team
How to find us
Book a free consultation with our Blackpool team
What happens next?
1. Arranging an initial consultation
First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.
2. Your consultation
During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Canaccord Genuity Wealth Management and the services that we provide.
3. Referral to a Wealth Planner or Investment Manager
If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.
4. Working with you long-term
With our wealth planning and investment management professionals, your wealth is in expert hands. Our mission is simple - to help you build your wealth with confidence. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.