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