MEET OUR DEDICATED BUSINESS OWNER SPECIALISTS
Our dedicated team of business owner specialists, experts in both wealth planning and investment management, can provide you with a comprehensive wealth management service.
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MEET OUR DEDICATED BUSINESS OWNER SPECIALISTS
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© 2024 Canaccord Genuity Wealth Limited
Legal & Regulatory information |
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Sitemap |
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Contact us
Contact us
Internet use policy |
Internet use policy |
Risk warnings & legal disclaimer
Risk warnings & legal disclaimer
Our dedicated team of business owner specialists, experts in both wealth planning and investment management, can provide you with a comprehensive wealth management service.
David Goodfellow
Head of Wealth Planning
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Senior Wealth Planning Director
Henry Denne
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Wealth Planning Director
David Rossell
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Wealth Planning Director
Stevie McKelvie
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Senior Wealth Planner
Ian Wilmot
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Senior Wealth Planner
Robert Gout
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Head of Investment Management
Matthew Sharp
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Investment Director
Harry Schofield
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Investment Director
Nick Feldman
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Investment Director
Karl Craig
I specialise in financial planning and tax driven investment planning. I have over 15 years' experience in advising on and investing in VCTs, EISs and tax driven property structures, and I am part of the CGWM Advice and Solutions Committee. I am also a member of the Personal Finance Society and The Chartered Insurance Institute.
I have been involved in a number Wealth Planning acquisitions the company has made over the past few years and have seen our adviser team grow from approximately ten in 2019, to nearly 50 in 2023. Retaining a strong culture within the firm and ensuring our clients receive consistently high-quality advice and solutions is largely to thank for this expansion.
David Goodfellow
Head of Wealth Planning
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Stevie McKelvie
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I am a Chartered Financial Planner providing holistic advice to clients to ensure all objectives are considered and met. I have particular expertise in handling retirement planning and delivering inheritance tax advice. I also run the Worcester wealth planning division, ensuring an efficient and positive environment to meet our client needs and see staff progress in their careers.
Wealth Planning Director
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Henry Denne
I provide independent financial planning advice to individuals, families, trusts, companies and charities. Most of my clients are personally referred to me by current clients or professional connections. I advise on the planning and structuring of their finances, including cash flow planning, selection and implementation of tax wrappers as well as the recommendation and ongoing review of investment solutions including third party funds and discretionary investment management services. I see my role as sitting on the same side of the desk as my clients impartially helping them to make the best decisions for themselves.
Senior Wealth Planning Director
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David Rossell
I am a leading UK-based financial adviser. I have a sought after approach to wealth advice and have been helping clients for over 25 years. I specialise in advising artists and professionals from within the music industry, lottery winners, business owners, entrepreneurs and retirees.
Wealth Planning Director
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Ian Wilmot
I have gained a wealth of experience from working in the financial services industry for nearly forty-five years in both a development role with a major insurer, and latterly, as an Independent Financial Planner. I ran my own financial planning practice before joining Canaccord 2020. Over the years I have developed a deep knowledge of the various planning issues faced by business owners. I now work extensively with professional connections to help their clients plan for retirement and, just as importantly, avoid some of the risks that can hinder long-term plans.
Senior Wealth Planner
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Robert Gout
I have more than 20 years’ experience in the financial services industry during which I have developed a strong technical knowledge over this time with a particular focus on retirement and estate planning.
I hold both Chartered and Certified Financial Planner status. I also hold the Society of Trust & Estate Practitioners (STEP) Certificate for Financial Services (Trusts & Estate Planning), which enables me to work more effectively with other private client professionals, such as solicitors and accountants.
Senior Wealth Planner
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Matthew Sharp
I began my career at HSBC where I managed investment portfolios, as well as specialising in portfolio construction, tactical asset allocation and research, at both sector and stock level. I joined Canaccord as part of the acquisition of Punter Southall Wealth, where I managed a variety of investment mandates and developed and implemented inflation-based dynamic asset allocation solutions for a number of years.
I am a Chartered Fellow of the CISI and have over 20 years' investment experience. I hold a Master’s degree in Econometrics and International Financial Markets and was recently featured as one of the UK’s top 50 wealth managers by Spears.
Head of Investment Management
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Harry Schofield
Having built up an extensive private client base, and leading one of the Investment Management Teams as an Investment Director. I then went on to join Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. I completed my Private Client Diploma (PCIAM) and am a chartered member of the CISI.
Investment Director
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Nicholas Feldman
I provide discretionary portfolio management services to charities, pensions, companies and private clients, leveraging the broader global resources and expertise available through Canaccord's centralised investment process. I am part of the CGWM Stock Selection Committee, responsible for providing in-depth ideas and analysis. I am also an Associate (ACSI) of the Chartered Institute for Securities & Investment.
Investment Director
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Karl Craig
I started out in wealth and investment management in 2010 following a short service commission with the British Army, joining CGWM as an Investment Manager in 2017. It is a huge privilege to manage the investment portfolios of my clients and I am committed to helping them achieve their objectives and goals. I also enjoy spending time with my advisory clients; identifying new investment opportunities that are right for them and their objectives. My clients include individuals, family offices, charities and trusts. In addition to this, I manage a team of investment managers and sit on the firm's Investment Trust selection committee. This allows further collaboration with colleagues to achieve the best outcomes for our clients.
Investment Director
Wealth Planners - business owner specialists
Investment Managers - business owner specialists
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Thulasi Muraleetharan
My principal role is to provide a bespoke investment portfolio service for our clients. Our team look after a diverse range of portfolios on behalf of private clients, trusts, pensions and charities. Every client is unique, so it is important to take the time to get to know clients and understand their individual circumstances. By adopting a holistic and proactive approach, I work with clients to find the best bespoke strategy for their needs and objectives. This is an ever-evolving process, to maintain their priorities.
Investment Manager
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Investment Manager
Thulasi Muraleetharan
Wealth Planners for Business Owners
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My principal role is to provide a bespoke investment portfolio service for our clients. Our team look after a diverse range of portfolios on behalf of private clients, trusts, pensions and charities. Every client is unique, so it is important to take the time to get to know clients and understand their individual circumstances. By adopting a holistic and proactive approach, I work with clients to find the best bespoke strategy for their needs and objectives. This is an ever-evolving process, to maintain their priorities.
Investment Manager
Thulasi Muraleetharan
Investment Managers for Business Owners
X
I started out in wealth and investment management in 2010 following a short service commission with the British Army, joining CGWM as an Investment Manager in 2017.
It is a huge privilege to manage the investment portfolios of my clients and I am committed to helping them achieve their objectives and goals. I also enjoy spending time with my advisory clients; identifying new investment opportunities that are right for them and their objectives. My clients include individuals, family offices, charities and trusts.
In addition to this, I manage a team of investment managers and sit on the firm's Investment Trust selection committee.
Investment Director
Karl Craig
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Investment Director
Karl Craig
X
Over the course of his career, Harry has built up an extensive private client base, and leads one of our investment management teams as an Investment Director. Harry joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. He has completed his Private Client Diploma (PCIAM) and is a chartered member of the CISI.
Investment Director
Harry Schofield
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Investment Director
Harry Schofield
X
I began my career at HSBC where I managed investment portfolios, as well as specialising in portfolio construction, tactical asset allocation and research, at both sector and stock level. I joined Canaccord as part of the acquisition of Punter Southall Wealth, where I managed a variety of investment mandates and developed and implemented inflation-based dynamic asset allocation solutions for a number of years.
I am a Chartered Fellow of the CISI and have over 20 years' investment experience. I hold a Master’s degree in Econometrics and International Financial Markets and was recently featured as one of the UK’s top 50 wealth managers by Spears.
Head of Investment Management
Matthew Sharp
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Head of Investment Management
Matthew Sharp
X
Nicholas provides discretionary portfolio management services to charities, pensions, companies and private clients, leveraging the broader global resources and expertise available through Canaccord's centralised investment process. Nicholas is on the CGWM Stock Selection Committee and responsible for providing in-depth ideas and analysis. Nicholas is an Associate (ACSI) of the Chartered Institute for Securities & Investment.
Investment Director
Nicholas Feldman
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Investment Director
Nick Feldman
Investment Managers - business owner specialists
Wealth Planners - business owner specialists
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At Canaccord Wealth, we have a team dedicated to supporting business owners like you.
Remember, if you have £250,000+ to invest (including ISAs and pensions) you can book a free, hour-long financial health check with an independent financial planner.
This is complimentary and there is no-obligation to go any further.
Meet with our specialist team
At Canaccord Wealth, we have a team dedicated to supporting business owners like you. Remember, if you have £250,000+ to invest (including ISAs and pensions) you can book a free, hour-long financial health check with an independent financial planner.
This is complimentary and there is no-obligation to go any further.
Meet our specialist team
Request a consultation
If you are considering exiting or selling your business, speak to our dedicated business owner team today, in a free, no-obligation consultation about how we can help.
Speak to one of our specialists
Read our client stories to see how we’ve helped business owners achieve financial success
Can focusing on your personal wealth earlier save you money?
Find quick-fire answers on how to optimise wealth during an exit
How we’ve helped business owners achieve post-exit financial success
Meet with our team