Wealth/financial planning

In three parts, Hazel Bowen and Harry Schofield explain how Canaccord Wealth Management speak to clients about their money and try to make financial planning accessible.

Can’t stick to your financial goals? We’ve outlined five key fiscal resolutions, which are realistic and easy to measure. Use these ideas to help you become the best goalkeeper you can.

Andrew Chastney, technical specialist, discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

As your retirement approaches, your previously organised plans may need revising with the help of advice and a personal Wealth Planner.