Canaccord Genuity Worcester

Independent Financial Adviser  Slip House, Princes Dr, Worcester, Worcestershire, WR1 2AB
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FCA authorised
Last authorised 19th October 2020
We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.
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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Accident & sickness
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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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Corporate pension
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Employee benefits
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Group ISA
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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
Meet our advisers
Clive Collins FPFS
Director & Independent Financial Adviser
About us

We have successfully grown our business and reputation over the years. Now, in the UK and Europe our investment professionals manage and administer £27.1bn (as at 30 September 2019) of assets.

Our core wealth management services include portfolio management, broking services and wealth planning.

We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.

Our services

You can be confident that we will work with you to build exactly the relationship you want
We will always keep you informed about your portfolio and any decisions we are making on your behalf
You can choose whether you want updates face to face, by phone or by email
We offer experience, expertise and a highly efficient, competitive service.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Slip House, Princes Dr, 6 Edgar Street, Worcester, Worcestershire, WR1 2AB

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