Our Services
Gold Griffin - Wealth Planning - our Services to you:
Discover more about our extensive range of professional Independent Financial Advisory and Private Client - Personal Wealth Management Planning services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.
Call us
Please feel free to call using our freephone number: 0800 970 3963.
If you are viewing our website using your Mobile Phone, you can call us on our freephone number, by clicking on 'call us' below:
Our Services
We offer whole of market advice on Financial Planning & Wealth Planning services, covering the following:
| Wealth Planning | Private Clients | ||
|---|---|---|---|
| Savings plans | IHT mitigation planning | Trusts | Private Medical Insurance |
| Investments | School Fee's Planning | Income Protection | Business Protection Planning |
| Pensions | Life Assurance | Critical Illness Protection | Will Service |
| ESG - Ethical Investments | Long Term Care | ISA's | Advised Bespoke Portfolio Service |
| Bereaved Minor Trust Planning | Divorce Pension Splitting | IHT ISA | AIM ISA |
Private Client Services
We offer a whole of market - Private Client Services, covering all aspects of Personal Wealth Planning services.
We can source from all providers the best Wealth Management solutions, including personal 'Advised' Bespoke Portfolio's, aligned to your Investment requirements and needs.
Happy Clients
Our one aim is having happy clients.
Dedicated to offering the best advice
We are dedicated to offering the highest quality, Independent Financial Advice.
Our Clients love what we offer:
Bespoke 'Advised' Investment Portfolios constructed and aligned to your investment criteria & objectives.
Investment Planning solutions sourced from the Whole of Market, to fit exactly with your investment requirements; include the following:
Individual Savings Account ("ISA")
* Cash ISA
* Structured Deposits
* Investment ISA (also known as a Stocks and Shares ISA)
* Innovative Finance ISA
* AIM - ISA (can be used in Inheritance Tax mitigation planning)
* National Savings and Investments ("NS&I")
* UK Onshore Investment Bond
* Offshore Investment Bond
* General Investment Account, using:
* Unit Trusts
* Investment Trusts
* Open Ended investment Companies ("OEIC's")
* Real Estate Investment Trusts ("REIT's")
* Property Authorised Investment Trusts ("PAIF's")
* Structured Investment Products
These are just a sample of Savings and Investment 'tax wrappers' we use to fit with clients investments needs.
* Pensions
All Defined Contribution Pension Planning solutions including Personal Pension, Self Invested Personal Pension ("SIPP"), Stakeholder Pension plan. We also provide advice on existing Section 226 - Retirement Annuity Contract's.
* Pre-retirement planning, with advice provided on all options including Annuity, Pension Freedom and Flexible Drawdown.
When deemed appropriate, inline with the clients attitude towards risk, we also have access to the whole of market for:
* Venture Capital Trusts ("VCT")
* AIM IHT Planning solutions
* Business Relief IHT Planning solutions
* Enterprise Investment Schemes
* Seed Enterprise Investment Schemes
Please note:
We will gather information to thoroughly 'know our client's situation', views on investing and objectives, before conducting research and recommendations. We always provide a compliance audited Suitability Report to each client, with supporting illustrations and relevant documentation.
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We also offer whole of market Specialist Qualified - Long Term Care fees funding advice.
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"Happy Clients
are our
No.1 objective"
Please see the client reviews shown in the about us section.
Our Philosophy
Quality
Everything we do is focused on providing the highest level of quality, Independent Financial Services.
"We look forward to speaking with you and being of service"
Happy Clients are our top priority
If you would like to arrange a free no obligation initial consultation, send us a message using the 'contact us' section, or call us using our freephone number: 0800 970 3963, or send us an email: info@gold-griffinwp.co.uk
If you are viewing our website using your Mobile Phone you can call us on our freephone number, by clicking on 'call us' below:
Contact us to arrange a no charge initial Financial Planning consultation, on the areas of Financial Planning you would like advice on. You will receive a prompt response.
