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CG Wealth Planning Limited

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88 Wood Street, London, City of London, EC2V 7QR
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https://www.canaccordgenuity.com/wealth-management
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FCA Number: 594155
Website Image of CG Wealth Planning Limited

Located in the heart of the City of London, 8. Canaccord Genuity Wealth Management is an esteemed financial institution providing comprehensive wealth management solutions. Regulated by the FCA under number 594155, we are committed to empowering our clients to achieve their financial goals. Our range of services encompasses life and investment planning, pensions retirement advice, final salary pension transfers, and other financial planning strategies. Proudly serving the Greater London area and beyond, we are dedicated to offering regulated advice and tailored financial solutions for all clients. With a reputation for professionalism and approachability, we aim to be your trusted partner for financial guidance and wealth growth. Visit us at 88 Wood Street, EC2V 7QR, London for effective, client-focused financial services.

Their team includes 58 financial advisers. Check FCA registration here.

CG Wealth Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to CG Wealth Planning Limited from the Motorway

  1. From the M1:
  2. At Junction 2, exit onto Barnet By-Pass, Great North Way (A1) toward Central London (The City), Holloway, and A406 East (North Circular).
  3. Make a slight left onto Barnet By-Pass/North Circular Road/Great North Way/A406 and continue to follow the North Circular Road/A406.
  4. Then, make a slight right onto Falloden Way (A1), continuing to follow Falloden Way.
  5. Progress onto Lyttelton Road, before moving onto Aylmer Road/A1, following A1.
  6. Make a slight left onto Sandridge Street/A1, continuing to follow A1.
  7. Turn right onto Liverpool Road/B515, then right onto Islington High Street/A1.
  8. Next, turn left onto City Road/A1/A501, and then right onto Wakley Street/A1/A501.
  9. Continue straight onto Goswell Road/A1, following A1. Please note you will be entering and leaving toll zones as follows: enter toll zone, leave toll zone within 400 meters, re-enter toll zone within 450 meters, leave toll zone within 1 kilometer.
  10. At the Rotunda, take the second exit onto Aldersgate Street while entering a toll zone.
  11. Continue onto St Martin's Le Grand.
  12. Turn left onto Gresham Street while leaving and re-entering toll zones. Continue on and turn left onto Wood Street. You will enter a toll zone, and your destination will be on the left.

List of advisers under CG Wealth Planning Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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