Society of Later Life Advisers (SOLLA) is delighted to welcome Canaccord Genuity Wealth Management (CGWM) as a new strategic partner.
As discretionary fund managers in the later life market, CGWM provides an experienced and knowledgeable source of expertise for SOLLA’s specialist later life advisers looking to use this service as part of their clients’ financial planning.
Lee McDowell, Head of Intermediaries Business Development at CGWM, said: “We are delighted to be joining SOLLA as a strategic partner, supporting the organsiation’s achievements in raising standards in the expanding later life investment sector. SOLLA is making a real difference in this industry, and we are proud to be working with them to help financial advisers provide their older clients with the best possible service. Their endorsement in us as a strategic partner gives us confidence that they trust us to provide the best results for older clients.”
Tish Hanifan, Founder & Joint Chair of SOLLA, said: “SOLLA is delighted to welcome Canaccord Genuity Wealth as a strategic partner. Older people and their families are at the heart of our Not For Profit (NFP) consumer facing organisation and so it is vitally important that we only work alongside organisations that share our vision of putting good outcomes at the heart of their client experience. Discretionary fund management is an important part of the financial planning for many older people and their families. Our strategic partnership with CGWM will provide a trusted, knowledgeable source of expertise for our adviser members who wish to use this service as part of their financial planning for their clients.”
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For more information:
Society of Later Life Advisers
The Society of Later Life Advisers (SOLLA) is a ‘Not for Profit’ organisation founded in 2008 to help older people and their families find trusted accredited financial advisers who specialise in the financial needs of those in later life. The SOLLA Later Life Adviser Accreditation is widely recognised as the GOLD STANDARD in later life financial advice.
To find out more about SOLLA:
Website: www.societyoflaterlifeadvisers.co.uk
Phone: Tish Hanifan 07875 356294 / Jane Finnerty 07889 986042 / SOLLA 0333 2020 454
Email: admin@societyoflaterlifeadvisers.co.uk
LinkedIn: https://www.linkedin.com/company/society-of-later-life-advisers/
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management UK & Europe (CGWM UK), is one of the UK’s top ten independent wealth management firms with assets under management (AUM) of £32.5bn (as of 30 June 2023). The firm offers private clients, professionals and charities a complete range of fully integrated wealth management services: from expert financial planning advice to discretionary investment management. It has over 700 colleagues in 14 offices across the UK and the Crown Dependencies. In Scotland, the firm operates under the Adam & Company brand.
To learn more about CGWM (UK), visit:
www.candowealth.com - https://linktr.ee/CanDoWealth - Instagram: @can_do_wealth
The wealth management operations of the Canaccord Genuity Group (Canaccord Genuity Wealth Management) provide comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. Canaccord Genuity Wealth Management has Investment Advisers (IAs) and professionals in Canada, the UK, Jersey, Guernsey, the Isle of Man and Australia and has advisors in Canada who are registered in the US. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp. In the UK, Canaccord Genuity Wealth Management operates as Canaccord Genuity Wealth Limited, Canaccord Genuity Wealth Planning Limited, and Canaccord Genuity Asset Management Limited and, in the Channel Islands and the Isle of Man, as Canaccord Genuity Wealth (International) Limited. Canaccord Genuity Wealth Management deals with US persons through Canaccord Genuity Wealth Management (USA) Inc.