Wealth/financial planning

Thinking about how best to pass on your wealth? If so, our Adam and Company independent financial planners suggest asking yourself these four important questions

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.

Paul Hancock, Senior Wealth Planner, Canaccord Wealth Management discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

What reasons are there to be optimistic in investing in the Alternative Investment Market. Find out more. 

Discover how short-dated UK government bonds (gilts) offer tax-efficient returns in our Gilts Portfolio Service. Our wealth planners can help you find out more.

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?