Peter Douglas Email & Phone Number

Peter is both a Level 7 qualified Chartered Wealth Manager and holder of the CISI Level 4 Diploma in Investment Advice making him well placed to help his clients structure, protect and grow their wealth.Canaccord Genuity UK is a wealth management business offering financial planning and investment services to help individuals and their families to meet specific objectives. We also support business owners as their enterprises grow and help trustees to meet their obligations by protecting and growing their assets. Our clients can enjoy the resources and reputation of a much larger business, without compromising the agility, flexibility and responsiveness that only an investment house which offers highly qualified and dedicated advisors can offer. Our bespoke approach is central to the way we do business and is very much part of our DNA. We do not pre-package an investment product and sell it. Instead, we assess individual circumstances, aspirations, goals and appetite for risk. Then we put together an investment strategy designed to meet the unique investment objectives of each of our clients, generating steady and consistent above inflation growth.If you're not entirely confident that your investments are working as hard for you as they ought or if you believe that you would benefit from a more boutique, personal service, we’d be delighted to hear from you.

Listed skills include Wealth Management, Investment Strategies, Equities, Asset Allocation, and 6 others.