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Financial planning that puts you first

We provide Lifestyle Financial Planning and independent financial advice to ensure you have the right money, in the right place, at the right time, giving you lifelong financial peace of mind.

Why we’re different

We’re different from many other financial advisers because we don’t just sell you a product, such as a pension plan, and leave it at that. We create a holistic financial plan that will support you throughout your investment journey. This is called Lifestyle Financial Planning.

Mark Coomber

Areas we help with

Pensions and retirement planning

Over the course of a lifetime, having various pensions can get a little messy and overwhelming. Canonium helps you understand exactly what you have, when you can access it, and how best to manage your hard-earned savings.

Savings and investments

Savings can often be confused with investments, but there are critical differences. We help you understand those, to learn about what money to put where, how to reduce your tax bill, and to manage your exposure to risks accordingly.

Protection against disaster scenarios

Long-term or serious illness is a subject that nobody likes to think about, yet it’s vital that you’re prepared for unfortunate circumstances so that a bad situation doesn’t become any worse. Whether it’s protecting yourself or your business, we can help you put the right protection in place.

Estate and inheritance tax planning

The wealth acquired over a lifetime can provide an invaluable helping hand to the next generation, so it’s important that as much of that wealth as possible is passed on. Canonium Wealth Planning helps you manage your estate so that your loved ones receive the full benefit of your legacy.

Mortgages and equity release loans

While we don't offer these directly, we can introduce you to specialists in this area.

Other professional advisers

We can work with your accountant, tax adviser or legal advisers (where relevant) in order to provide you with a truly consistent and joined-up service.

Putting you first

Canonium Wealth Planning was born from a strong desire to provide an advice-driven service that is clear, honest, competitively priced, and that, above all, puts clients first.  

The name ‘Canonium’ comes from the Roman settlement beneath our home town. The Romans used the latest technology to their advantage and forged a massive empire. And while things have moved on, the principle remains the same. We combine technology with highly personal service.

We are...

Client focused
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This is how life happens

What our clients say

Diligence and skill
Mark was originally my private banker at Coutts. He has managed all my financial affairs with diligence and skill, in particular consolidating a number of disparate pension schemes into a single high- performing SIPP.
Deep knowledge and experience
I very much appreciated the fact that Mark's ‘client first’ approach ensured  his first step was to find an in-depth understanding of my needs before making any proposals. I remain extremely grateful to him for providing a better result than I had hoped for.
Innovative solutions
Mark has provided innovative solutions to my pension, savings and housing problems. He is knowledgeable, detail orientated and efficient. I’m financially indebted to him for his expertise, but most importantly it’s been a personal pleasure doing business with him.
Tailored solutions
Mark is a very experienced adviser, with a vast knowledge of a range of financial services and products. He understands client needs and is able to provide tailored solutions. He's highly respectable and reliable and would be an asset to anyone looking to review their personal financial situation.
Great advice
After my husband died, Mark provided me with great advice. I don’t feel he could have done anything better, he explained everything and helped enormously.
Fully met my needs
Mark undertook a very in-depth review of my existing pension provisions as well as my personal circumstance and ultimate long-term retirement goals. He went to great lengths to fully explain both the benefits and risks involved and provided me with an outcome that I feel fully met my needs and risk appetite.

To find out more about how we can help you, please get in touch.

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