If you’re new to wealth management and would like to understand more, we’re here to explain how it works and get you up to speed on how it can help you achieve your financial goals.
What is wealth management?
Wealth management combines financial planning and investment strategy to sustain and grow your wealth. Alongside investment management, it encompasses retirement planning, inheritance tax and estate planning, and more.
Wealth management enables you to protect and grow your family wealth in the most effective and tax-efficient way at every stage of your life, from getting married and funding education, to retirement planning and passing on wealth to the next generation.
Another advantage of our wealth management service is that the financial advice you’ll receive is independent (even of our own services) and impartial. You’ll also have a dedicated investment manager creating, managing and monitoring a bespoke investment solution for you.
How our wealth management service works
Independent wealth planning
Your independent Wealth Planner can advise you on all aspects of your finances and investments and ensure they are structured to meet your financial goals now and in later life. This financial advice is independent even of our own products and services.
Starting with a comprehensive, fee-based strategic review of your entire financial situation and using cash flow modelling if appropriate to do so, your Wealth Planner will identify any specific issues and recommend the changes needed to help you meet your long-term goals.
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Discretionary portfolio management
Your own dedicated Investment Manager will build and run a personalised portfolio on your behalf, matched to your financial plans and the level of risk you’re comfortable with. With our discretionary service, you allow your Investment Manager to make adjustments to your portfolio without needing to ask your permission.
Your Investment Manager is supported by our rigorous and robust investment process, including the latest insights into local and international markets, enabling them to continually seek out suitable opportunities for you.
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Can I change my wealth manager?
Yes, you can change your wealth manager and you’re free to do so whenever you want. So, if you’re unsure about the performance of your current wealth manager or dissatisfied with the service you’re getting, it’s worth looking around for better.
We offer a free service consultation, where you can share your concerns and learn what we can do differently to better help grow your wealth and put your mind at rest. We will also do all we can to make moving your investments to us as easy as possible.
Some of our wealth management experts
If you would like to know how more about wealth management, please get in touch. We would be delighted to provide more details of our services.
Sharon Thorpe
Wealth Planning Director
I put my client’s lifetime goals and objectives at the forefront of our advice, helping them to make the best decisions – even the difficult ones – now, to achieve their long-term financial goals. I regularly use Cash Flow forecasting tools to help clients visualise whether they are on track to meet their personal goals.
As a professionally qualified financial adviser, I hold the Diploma in Financial Planning and have over 30 years’ experience in the financial services industry. I am passionate about building relationships with my clients based on trust and understanding, as well as providing continuity of service over many years and through generations.
I provide comprehensive wealth management solutions, with a particular focus on financial planning as well as investment advisory and discretionary services. I work with private clients, trusts and some charities.
sharon.thorpe@canaccord.com
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Dudley Warnes
Senior Investment Manager
Dudley has been a stockbroker for over 30 years managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts, corporates and pension funds. He is a Chartered Wealth Manager and fellow of the Chartered Institute of Securities & Investments. His focus is also on business development within the intermediary community working closely with Financial Advisors, Solicitors and Accountants to help provide solutions to their client’s needs.
dudley.warnes@canaccord.com
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Roisin Newton
Investment Manager
Roisin works with Richard Pollitzer, assisting with the management of discretionary and advisory portfolios. The investment focus is equity led for a diverse client base including individual portfolios, private companies, pensions, charities, Funds at Lloyds and trusts.
Roisin has a first class degree in Financial Economics (BSc) and has completed the CFA Investment Management Certificate, the CISI Investment Advice Diploma and the CISI Private Client Investment Advice & Management (Level 6).
Roisin.Scott@canaccord.com
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