I’ve been involved in the financial planning industry since my university days, where I got my start at Royal and Sun Alliance during summer breaks. I spent my time calculating final salary scheme transfer values and conducting maximum funding checks on pension schemes. It’s hard to imagine now, but back then pension funds were sometimes checked to see if they had too much money! While it might not sound thrilling, it was an engaging and valuable introduction to the world of pensions administration.
Since 1999, I’ve been advising clients, navigating through events like the dot-com bubble burst and Brexit. These experiences have reinforced the importance of adaptability—understanding that there’s always something unexpected around the corner. At Cannizaro Wealth, we believe that financial plans need to be flexible, and we work closely with our clients to help them adjust to life’s changes. With over 25 years of experience, my goal is to make every client feel valued, offering tailored, fee-based services that cater to their specific needs.
My journey into financial planning started with an MA (Hons) in History from the University of Edinburgh, where I focused on the historical development of essential commodities and how they’ve shaped modern economies, particularly through privatisation and capitalism. This academic background gave me a solid understanding of economic structures and their long-term impacts.
After graduating, I gained hands-on experience at firms such as Rothschild and Rathbones, which fuelled my passion for financial planning. I’m committed to building long-lasting relationships with clients, ensuring that their financial goals are met through personalised, transparent advice. At Cannizaro Wealth, I share the belief that every client deserves a tailored approach, and I’m excited to be part of a team that delivers bespoke solutions to help clients achieve financial security.
Cannizaro Wealth was set up with transparency in mind. The one area of finance within all our control are the costs. These should be competitive, clear and reviewed constantly.
Many firms say they are fee based, but when it comes to ongoing charges, they revert to the percentage model. We do not.
Fee based at outset – Starting at £3,000, fee depending on complexity
Fee based implementation – circa £700
Fee based ad hoc advice - Starting at £3,000, fee depending on complexity
Fee based Annual ongoing advice – Starting at £3,120 per annum, time costed fee depending on complexity
What could be simpler? (well, it could be, but the rest of the industry does not follow our lead on fees (yet!))
We are yet to change the industry charges so the fees for the investments we recommend will be percentage based, but we will try to 'smash the system'.
cannizaro@cannizaro.co.ukCannizaro Wealth Management (MGM) Limited is registered in England and Wales with registration number 14500002. Cannizaro Wealth Management (MGM) Limited is authorised & regulated by The Financial Conduct Authority, reference number: 989627. If you wish to register a complaint, please write to michaelmartin@cannizaro.co.uk or telephone 07818 415670. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you maybe entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234567
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