"Do not try to get your assets out..."

Trying to get my cash and holdings out of Canaccord has been an unbelievably bad experience. First request submitted 6 weeks ago to just send cash to another brokerage has required multiple emails and phone calls and is still not completed. No proactive advice, a compliance department that require endless documentation...I had decided to move because there is no transparancy in their dealing - you place a verbal/or emailed order which they go and execute! They have NO REAL TIME dealing platform for clients, so you do not know the strike price until you get the statement.

"Cannacord really are a dreadful company…"

Cannacord really are a dreadful company to deal with. Please stay well away. More interested in fees than looking after clients interests.

Please avoid .

Wealth manager was unprofessional and kept on pushing me to products that delivered more commission to himself and the company. Don’t want to name names and get him into trouble but needless to say I would not use now or in the future.

"How strange??"

How strange it is that my earlier posts were not discovered by Canaccord for 10 months, until the end of Feb 2024 and suddenly between 27 Feb 24 and 1 Mar 24, there was a flurry of 5 star posts - the only ones on the whole list. The rest are all one star reviews.

"SPAM / PECR violation"

Received unsolicited sales emails to my work and two personal email addresses (including one I use for friends and family only), without an option to unsubscribe. The email itself even declared it was unsolicited. This is a violation of PECR and especially disturbing giving that it was sent to a very personal email addresses.

"Excellent Service from Canaccord"

In 2020, on a personal recommendation, I invested with Canaccord Genuity a significant portion of funds from the sale of my Company shares on retirement. Since the beginning of our relationship, and after careful consideration of my requirements, Canaccord have successfully managed my account, generating a regular monthly payment to me, whilst at the same time growing the Capital sum. This has been achieved in an efficient and professional, yet relaxed and friendly manner with my account manager Matthew. Communications with the organisation are excellent, with quarterly and year-end tax reports on time and easy to understand. I would have no hesitation in recommending Canaccord to anyone seeking an organisation to look after their investments.

"We continue to be impressed and recommend!"

My husband and I have trusted PSW and now Canaccord with our financial future and as a source of advice and for many years now. Upon hearing from a friend about poor reviews on here, we hastened to ensure our (positive) experience was included.
We have been hugely impressed in general, but especially with their planning and investment focus - enabling us to make fully-informed decisions that are aligned with our risk appetite. What is more remarkable is that they they have managed to continue to provide this superb support during the move from PSW and now as Canaccord. They have maintained the level of expertise we have come to expect, and (most importantly for us) still managed to be approachable, understanding and genuinely interested in our goals as a family - impressive in these recently turbulent financial times.

"Great service - would recommend"

I inherited a portfolio of stocks and shares when two of my relatives died and I was really impressed with how my adviser at Canaccord took the time to educate and help me understand the portfolio and financial markets as I had limited experience in this area. I have total trust in their advice and find their communications to be very timely and informative. Would highly recommend.

"Highly recommend!"

My portfolio was moved across to cancacord after their acquisition of Punter Southall Wealth and I have to say, after a few expected teething problems, they’ve been excellent to do deal with.
Joshua Llewellyn in particular has been fantastic, always quick to respond and very professional. I’ve recommended them to everyone I know who is seeking a good investment manager! Highly recommend!

"Really good service & a happy customer "

The Canaccord wealth management team are great, sound advice and have always looked after my interests. Would recommend.

"Useless … avoid !"

Thank heavens I realised in time what they were like. In 6 months they lost me thousands from my personal pension plan.
I have now sacked them as my financial advisors and removed all my money.
Don’t use them !