Services for Private Clients
We look after every aspect of your financial affairs, including all types of pensions, investments and insurance. See a full list here.
We take time to really understand you and what you want from your future. Then we’ll create a strategy to help you get there.
We keep you informed and make sure you are on track to meet your goals. And we’re there to advise you whenever you need us.
Our approach is collaborative and integrated. We won’t just sell you a product and walk away. We’re in it for the long haul: advising you through each stage of your life, proactively looking to serve your best interests and keep your finances on track.
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What our clients say
Really clear, straightforward advice! And Canter Holland has helped me to get organised so that I can see easily see what my pensions and investments are worth.
MT, London -
What our clients say
It's not just the great service; it's also the ongoing gentle reminders and guidance to look after my finances and make sensible decisions.
Simon W, Devon -
What our clients say
Thanks for your help with sorting out my pensions – I think we’re getting there now.
Jenny M, Kent -
What our clients say
I didn’t think I could afford to retire but Canter Holland showed me how to make the most of my pensions and other savings.
Andrew C, Oxford -
What our clients say
Really appreciate your advice on my insurances – I feel a lot better knowing what we’ve got and that the family is covered.
Chris and Helen, London -
What our clients say
I wouldn't know where to start with managing my investments but you always keep me up to date and make it simple and it’s reassuring to know you’re top of them.
Peter C, Lincoln -
What our clients say
We thought setting up a new pension scheme for our staff would be complicated and costly but Canter Holland made it easy, they kept costs down and, most importantly, they kept our staff informed and happy.
Anne, HR Director, London -
What our clients say
Thanks for reviewing our Medical insurance scheme and dealing with the ongoing admin. In HR we get lots of enquiries about the PMI scheme and it's a relief to be able to call on Canter Holland to deal with them.
Peter H, Director, Bristol -
What our clients say
Canter Holland are business people and they understand the challenges facing other business people like me. Alongside my accountant they are a key part of the team.
Jonathan P, Partner, Peterborough -
What our clients say
I sold my business which left me with cash and a lot of options. Canter Holland helped me work out what I wanted to do with my money and how best to achieve it.
Sally K, Director