I've been in the financial planning industry since my university days. I started at Royal and Sun Alliance during my university vacations, where I spent my time calculating final salary scheme transfer values and conducting maximum funding checks on pension schemes. Yes, incredibly, pension funds used to be checked to see whether they had excess funds! It may not sound exciting, but it was a wonderful and stimulating introduction to the world of pensions administration.
Since then, I've been advising clients since 1999, experiencing events like the dot-com bubble burst and Brexit. These experiences have taught me that there's always something lurking around the corner, and the key is to be adaptable and prepared to absorb the impact. At Cannizaro, we believe that plans need to adapt, and we're here to help our clients do just that.
‘Life is what happens when you are busy making plans’
I want our clients to feel special, valued, and catered to, which is why we offer bespoke, fee-based services that are built around individual needs and requirements. Cannizaro Wealth is the culmination of my 25 years of experience, and I hope you like what we have to offer.
Michael Martin
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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