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  11. Goldsborough Wealth Limited

Goldsborough Wealth Limited

Independent Financial Adviser  The Office Suite, Boroughbridge, North Yorkshire, YO51 9AW
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FCA authorised
Last authorised 21st June 2021
Highly qualified and experienced Independent Financial Advisers offering a full financial planning service. We take care to understand your needs, assess the options available to you; before giving INDEPENDENT advice on strategy, plan features/costs and tax considerations. We offer ongoing, regular reviews to reflect changes to circumstances and keep plans on course. We offer a free Discovery Consultation either by meeting in person, by telephone or via video conference. We need to understand a little about you and you need to understand how we work. We will ask you questions about your circumstances, your financial position and your views on certain things. You need to feel comfortable that our services will deliver added value before you spend your money and you need to understand how much it will cost. At the end of the Discovery Consultation, we will tell you if we can help and you can tell us if you would like to take things forwards. If we can't help, we will try to find you someone who can, through our network of trusted professionals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
Mr Damian Sharp DipPFS
Operations Director
About us

Based centrally in the market town of Boroughbridge in the North Yorkshire A1 corridor, our office location provides quick access to Leeds, Wetherby, Otley, Ilkley, Harrogate, Ripon, Thirsk, York and surrounding areas.

Our services

Our *Wealth Management service is fully-integrated and uses the latest technology to construct, research, monitor and report on your investment portfolio. *Pensions advice includes retirement savings strategies, pension switching to improve upon existing plans and pension draw-down strategies to generate retirement income. *Financial Protection incorporates life and income protection insurance strategies to protect loved ones and/or business interests. *Estate Planning: helping individuals prepare for the transfer of their assets upon their death. *Attorneys, Deputies and Trustees: offering professional support to individuals and boards of trustees taking on fiduciary, responsibilities. *Employer Services, covering Workplace Pensions, group life insurance and employee health protection schemes.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Office Suite, 1 High Street, Boroughbridge, North Yorkshire, YO51 9AW

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