Expertise
- Income Protection
- Pensions
- Pension Transfers
- ISA's
- Inheritance Tax Planning
- family protection
- Investment
- investment planning
- Pensions on Divorce
- Wealth planning
- Pension advice & transfers
- Pension Auto Enrolment
- Pension Advice
- Pension Planning
- Pension contribution
- Insurance Advice
- Protecting your family
- Protecting your business
- Estate planning
- Long Term Care planning
- Investment Advice
- Employee Benefits
- Business Property Relief
- Inheritance Tax IHT
- Inheritance Tax Stratagies
- ISA investments
- Investment Bonds
- VCT & EIS
- Keyman/Shareholder Protection
- Relevant Life Insurance
- relevant life plans
- Generational Wealth
- Cashflow Forecasts
- Mortgage & Protection Advice
- Mortgage Advice
- Trusts & Estate Planning
Summary
Goddard Perry Consulting is a firm of independent financial advisers specialising in providing financial planning advice and business solutions.
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or youโve taken independent financial advice in the past. Finances often take a low priority for many people because they are complex, but at Goddard Perry Consulting our clients appreciate our ability to make the financial advice process both simple and enjoyable.
Based in Croydon, we provide financial advice to individuals at all stages of their financial planning journey. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Goddard Perry Consulting are able to help, wherever you are located in the UK.
We want our clients to trust us with their financial affairs by building up lasting relationships with them through support and understanding.
All our advisers have many yearsโ experience in helping clients through the maze of financial products and services available. We can also use financial planning tools to help our clients visualise their future. Together with our expert partners, we provide solutions to every financial situation and always have our clientsโ best interests at the core of what we do.
We fundamentally believe the best employee benefit solutions include products which are complementary to each other and provide maximum value and efficiency. We will review the market on a regular basis on your behalf to evaluate providers and policies, and also work with you to effectively communicate the benefit features, to drive employee engagement.
But itโs not just about products and features. Educating employees within the workplace with regard to physical, mental and financial well-being and how they are intrinsically linked is a key factor in building a positive culture and an empowered workforce.
Workplace well-being is so much more than gym memberships and cycle-to-work schemes. We approach the provision of employee benefits from a holistic perspective, regardless of whether you wish to offer one or two selected products, a more comprehensive suite of benefits, a purely employer-funded or a voluntary package.
Our employee benefit experts spend time with you to fully understand your requirements, workplace culture and recruitment strategy, all of which form an integral part of designing a successful benefits programme. From the initial meeting, through to implementation and ongoing reviews, your allocated Employee Benefits Account Manager will tailor-make a set of relevant recommendations.
Experience
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Goddard Perry Consulting Ltd
Business Development Manager
- Current
Qualifications
Chartered Financial Planner and Fellow of the Personal Finance Society
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Equity Release
- Award in Pension Update
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
Clubs and Associations
Chartered Insurance Institute
Personal Finance Society
