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Welcome to Canaccord Genuity Wealth Management Worcester
Our Worcester office was created in 2019 following the merger of the former Hargreave Hale investment management office and the newly acquired McCarthy Taylor financial planning business. Our primary mission is to provide each of our clients with a professional, holistic and bespoke service. We offer numerous services including, portfolio management and wealth planning. Our offices are located on the former Royal Worcester Porcelain factory site close to Worcester Cathedral and a short distance from the High Street.
Ready to secure your financial future?
Arrange a no-obligation call from a member of our Worcester team
Our people in Worcester
You can depend on our team of specialist wealth management experts for a combination of award-winning portfolio management, stockbroking and wealth planning services.
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.
Ready to secure your financial future?
Arrange a no-obligation call from a member of our Worcester team
How to find us
Book a free consultation with our Worcester 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.
Need a different office?
See here for offices in Birmingham and Llandudno. Or visit our UK main page here.
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.