Business Details
Trusted Financial Advisers in London | Adam & Company
We are a leading independent wealth management firm dedicated to helping clients achieve their financial goals through personalized strategies. With decades of experience, our team of experts specializes in retirement planning, tax optimization, business succession, and wealth preservation for families and high-net-worth individuals. Our client-centric approach ensures every financial plan aligns with personal aspirations, supported by the resources of an international financial services group. We maintain a 92% client satisfaction rate and hold a 5-star Defaqto rating, reflecting our commitment to excellence. Operating from 16 UK offices, we provide tailored advice backed by 325+ client-facing professionals.Our services include cash flow modelling, investment management, and strategic tax planning to build long-term financial resilience. We prioritize transparency, with no-obligation consultations and clear fee structures. Regulated by the Financial Conduct Authority, we uphold the highest standards of compliance and client care. Our expertise extends to navigating life-changing events such as divorce, inheritance, and business exits. With 38.3 billion in assets under management, we combine global resources with local market knowledge to deliver exceptional service.
Services
Wealth Planning
Investment Management
Tax Optimization
Retirement Planning
Business Succession
Inheritance Tax Planning
Cash Flow Modelling
Portfolio Management
Financial Resilience Strategies
Life Event Planning
Highlights and features
- We have 325+ client-facing professional advisers
- We maintain a 92% client satisfaction rate
- Our services are supported by a 5-star Defaqto rating
- We operate 16 UK offices for local accessibility
- We offer personalized wealth planning with no-obligation consultations
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Expert knowledge
Personalized approach
Transparent fees
Proactive communication
Services
Wealth Planning
Our wealth planning service creates personalized strategies to align your finances with life goals. We analyze current assets, future aspirations, and risk tolerance to develop comprehensive plans. Clients benefit from ongoing reviews and adjustments to maintain financial resilience through changing circumstances.
Investment Management
We offer tailored investment solutions designed to grow and protect your wealth. Our experts construct diversified portfolios aligned with your risk profile and financial objectives. Continuous market monitoring ensures optimal performance while maintaining compliance with regulatory standards.
Tax Optimization
Our tax optimization service identifies legitimate strategies to minimize tax liabilities. We specialize in inheritance tax mitigation, offshore investment structuring, and business exit tax planning. Solutions adapt to evolving legislation while maintaining full compliance with HMRC regulations.
Retirement Planning
We develop retirement strategies that ensure financial security during your later years. Services include pension consolidation, income forecasting, and longevity planning. Cash flow modelling demonstrates how different scenarios impact your retirement lifestyle and sustainability.
Business Succession
Our business succession planning prepares owners for smooth transitions. We address valuation, tax implications, and ownership transfer strategies. The service ensures both personal financial security and continued business prosperity post-exit.
People
Luke Farrington
Senior Corporate Communications Manager
Luke Farrington leads corporate communications at Adam & Company, managing media relations and internal messaging. With extensive experience in financial services communications, he ensures consistent brand representation across all channels.
Questions
What services does Canaccord Wealth offer?
We provide wealth planning, investment management, tax optimization, retirement planning, and business succession services tailored to individual and business client needs.
What is your minimum investment requirement?
We typically work with clients having over £250,000 in investable assets, ensuring we can deliver comprehensive wealth management solutions.
How are your fees structured?
Our fees are transparent and detailed in service agreements. The initial consultation is free with no obligation, and all future costs are clearly outlined before commitment.
What qualifications do your advisers hold?
Our 325+ client-facing advisers maintain industry-recognized qualifications and adhere to strict regulatory standards set by the Financial Conduct Authority.
How do you ensure investment safety?
We employ diversified portfolio strategies, continuous risk assessment, and compliance with FCA regulations to protect client assets while pursuing growth objectives.
