Global Accountancy & Consultancy Firms

At Cannizaro, we specialise in providing wealth management and financial planning services for the Partners of the Big 4 international accounting and professional service firms who are looking for an extra set of hands to help them manage their financial needs

We understand that these clientshave unique needs and face specific risks, having worked with Big 4 partners for over 15 years. These risks, such as independence conflicts, are BAU, we are here to provide expert advice and guidance, whether it is External Independence System, Walled Garden, KICS or Checkpoint, we can tailor our approach.

Tax efficiency is key to our plans. We have an ethos, ‘Partners should pay the tax they have to pay, but no more’. Our team has a wealth of experience and knowledge when it comes to industry-specific trends, and we use this expertise to create bespoke financial plans for each of our clients.

Our approach is collaborative, and we take the time to discuss, consult, and recommend the best course of action based on each client's individual circumstances. We always strive to provide clear and concise advice from the outset, and our fees are transparent, so you can trust that we always have your best interests at heart.

We take a caring and friendly approach to financial planning, understanding that our clients' financial goals are personal and unique to them. Our aim is to help our accountancy partner clients achieve their financial objectives while providing peace of mind along the way.

Contact us today to schedule a consultation with one of our experienced advisors and take the first step towards your financial freedom.