Financial planning that puts you first
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.
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...
This is how life happens
What our clients say
To find out more about how we can help you, please get in touch.
