Canaccord Genuity Wealth Limited

Reference number: 194927

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When canaccord-wealth.com first appeared online, and whether it can receive email
  • What kind of line 020 7523 4500 is, and the 3 other firms that give it
  • Who else gives the postcode EC2V 7QR
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Other names (14)

If you were contacted under any of these names, it is this firm.

  • Canaccord Wealth Trading name
  • Canaccord Wealth Management Trading name
  • Collins Stewart Wealth Management Limited Former name
  • Eden Financial Limited Former name
  • Eden Group Plc Former name
  • Kyte Securities Limited Former name
  • The Eden Group Limited Former name
  • The Eden Group Plc Former name
  • Adam & Co Former trading name
  • Adam & Company Former trading name
  • Adam & Company Wealth Managment Former trading name
  • Adam & Co Wealth Management Former trading name
  • Canaccord Genuity Wealth Management Former trading name
  • Eden Financial Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
  • Sending dematerialised instructions

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03739694
Company status
Active
Company type
Private limited company
Incorporated
24 March 1999 (27 years old)
Registered office
88 Wood Street, London, EC2V 7QR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen Leigh Massey Director Sep 1957 18 Dec 2003 39 other companies
Jill Patricia Mcaleenan Director Dec 1950 1 Jan 2014 15 other companies
David Esfandi Director Aug 1978 28 May 2014 5 other companies
Daniel Joseph Daviau Director Oct 1964 9 Dec 2016 None
Peter Graham Hall Director Jun 1963 1 Oct 2019 19 other companies
Wayne David Martel Director Sep 1974 3 Dec 2019 None
Nadine Ahn Director Jul 1971 23 Jul 2025 1 other company

Other companies run by these 7 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
55
closed down
29
went insolvent
2

In the full report: all 55 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • The 2 that went into liquidation or administration
  • The 6 on the FCA register, including one no longer authorised
  • The 15 companies these 7 directors run together
  • All 42 people who have ever been directors, with their dates
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Key dates in its history

Canaccord Genuity Wealth’s history from the FCA register and Companies House, newest first.

Key events (12) All events (109)

2016

6 April 2016

  • Canaccord Genuity Wealth Group Limited took control (75–100% of shares)

Companies House

2013

1 May 2013

  • Changed its registered name from "Collins Stewart Wealth Management Limited"

FCA register

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

3 October 2012

  • Changed its registered name from "Eden Financial Limited"

FCA register

2005

13 June 2005

  • Changed its registered name from "Eden Group Plc"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

8 February 2001

  • Regulated by the Securities and Futures Authority from this date

FCA register

30 January 2001

  • Changed its registered name from "The Eden Group Plc"

FCA register · Companies House

22 January 2001

  • Changed its registered name from "The Eden Group Limited"

FCA register

2000

13 November 2000

  • Changed its registered name from "Kyte Securities Limited"

FCA register

1999

24 March 1999

  • Incorporated at Companies House

Companies House

In the full report: all 109 events

  • All 109 events in its history (12 shown here)
  • Every director appointment and resignation: 79
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Firms connected to Canaccord Genuity Wealth

Other FCA-listed firms that share a director, phone number or address with Canaccord Genuity Wealth. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
5
share its phone number
3

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (5), the same phone number (3), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Canaccord Genuity Wealth

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Canaccord Genuity Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 55 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 109 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Canaccord Genuity Wealth Limited FCA authorised?
Yes, Canaccord Genuity Wealth Limited (FRN 194927) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Canaccord Genuity Wealth’s phone number and website?
The FCA register lists the phone number 020 7523 4500 and the website canaccord-wealth.com for Canaccord Genuity Wealth. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Canaccord Genuity Wealth a scam or clone?
Canaccord Genuity Wealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Canaccord Genuity Wealth?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Canaccord Genuity Wealth to the Financial Ombudsman Service, free of charge.
Who owns Canaccord Genuity Wealth?
Canaccord Genuity Wealth is owned by Canaccord Genuity Wealth Group Limited, which holds 75–100% of shares, since 6 April 2016.
Who runs Canaccord Genuity Wealth?
Companies House lists 7 directors of Canaccord Genuity Wealth: Stephen Leigh Massey, Jill Patricia McAleenan, David Esfandi, Daniel Joseph Daviau, Peter Graham Hall, Wayne David Martel and 1 more.
How long has Canaccord Genuity Wealth been in business?
The company was formed on 24 March 1999, and has held its current FCA authorisation since December 2001.
Does Canaccord Genuity Wealth use any other names?
It trades as Canaccord Wealth and Canaccord Wealth Management. It has previously used 12 other names, including Collins Stewart Wealth Management Limited, Eden Financial Limited and Eden Group Plc.

Sources and links

The full report on Canaccord Genuity Wealth Limited

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