Canaccord Genuity

Independent Financial Adviser  Clive Collins, Worcester, Worcestershire, WR1 2AB
First meeting at adviser's own cost
We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Clive Collins
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
About us

Fully qualified practitioner, with over 27 years in financial services, I have built up a good working knowledge of financial planning opportunities and the market place in general. This is with a view to ensuring our clients are placed in to the best possible solutions. Living and working around the Worcestershire/Gloucestershire/Herefordshire area, means that I have strong incentives to continue this work for many years to come

Our services

All our services are provided on an independent and transparent fee basis, which ensures that you know how much you are paying and can take comfort from the fact that there is no conflict created through commission payments.

We work closely with your existing investment manager or in conjunction with our panel of investment managers so as to provide a fully integrated wealth management service. We offer a free initial meeting to all clients to discuss their financial objectives.

For the more experienced individuals we offer access to a traditional stockbroking service, IPOs and other more sophisticated investments.

Where to find us
Head office address: Clive Collins, Slip House, Princes Drive, Worcester, WR1 2AB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Canaccord Genuity is authorised and regulated by the Financial Conduct Authority.

Response rating
10/10
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FCA authorised
Last authorised 28th September 2020

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We understand that Financial Services can be complicated, which is why we pride ourselves in offering you a fresh approach to the topic. | *Online Video Meetings Available During Coronavirus Restrictions