Financial advice for private clients

Whether you have accumulated wealth or are in the process of doing so, we understand that you want to be able to rely on the experts to help manage your financial affairs.

Whatever your situation, we’ll recommend the best solution to meet your needs. We look after every aspect of your financial affairs, including all types of pensions, investments and insurance to protect you and your family.

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A collaborative approach

We’re in it for the long haul;
supporting your financial journey every step of the way.

We advise you at each stage of your life with financial advice you can trust. Learn how the strategy we created for our clients has helped them to feel confident and in control of their financial future….

Read our case studies

How does it work?

Our people are at the core of Canter Holland; we’re a vibrant team with a depth of expertise and passion for finance.

When you first meet with us you will have the opportunity to ask any initial questions you may have. In turn, we will take time to really understand you and what you want from your future. Then we create a strategy to help you get there, keeping you informed throughout and always being on hand to advise you whenever you need us.

We know that three words often come to mind when people think of their finances; scary, overwhelming and intimidating. We strive to create a strategy you are comfortable with, we promise to never use financial jargon and we are dedicated to building trusting, long-term relationships with all of our clients – helping to strip away any ‘fear factor’ there may be when it comes to planning your financial journey.

Meet our team of experts
Icon - Our people

Our people

We’ve created a culture of friendly professionalism; our people are transparent and passionate when it comes to helping you.

Icon - Your strategy

Your strategy

We strip away the ‘finance fear factor’, so we can work together on a strategy that works for you.