How it works
At Canaccord Wealth, we provide fee-based wealth planning advice. This means our costs are tailored to your specific circumstances. Before we start work, we’ll always:
- Assess your situation to find out what you need
- Clearly set out the cost of that advice in writing.
We won’t charge you until you’re happy with, and have agreed to, both our fees and the advice we’ll be providing.
If you decide to invest with us, we usually charge an investment management fee that’s linked to the value of your portfolio and the investment service you choose. As with our wealth planning service, we’ll provide you with full details of all our fees and any other costs (such as third-party fund charges, tax, or duties), so that you’re clear with everything before we begin.
Your first consultation
Your initial consultation is completely free and without obligation. This first meeting is designed to help us understand your circumstances - to decide whether you’d benefit from wealth planning advice or expert investment management, and in which areas.
After your consultation, if we both agree our services are useful for you, we’ll provide you with a ‘service agreement’. The agreement will:
- Summarise the areas of advice we believe you need
- Confirm our costs
- Let you know whether VAT is payable.
We won’t start work until you’ve agreed to this and our Terms of Business, to make sure everything is clear for you before we begin.
