Goldsborough Wealth Limited

Independent Financial Adviser  Spinney House, Goldsborough, North Yorkshire, HG5 8NR
check
FCA authorised
Last authorised 22nd February 2021
Highly qualified and experienced Independent Financial Advisers offering a full financial planning service, based upon core values of *bringing individual needs together to create a whole picture; *examination of the relationships between different subjects; *care to check the effects of one action on another; *INDEPENDENT advice that examines plan features, charges, tax consequences & term-related objectives and *the ongoing evaluation of plans and actions through a process of regular reviews. We offer a free Discovery Consultation, by telephone, correspondence or meeting in person. 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 other trusted professionals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Mortgage protection
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
Mr Phil Jacobs ACII APS
Managing Director
About us

Based just outside the market town of Knaresborough in the North Yorkshire A1 corridor, our location provides quick access to Leeds, Wetherby, Otley , Ilkley, Harrogate, Ripon, Thirsk, Bedale, 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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Spinney House, Church Street, Goldsborough, North Yorkshire, HG5 8NR

Similar advisers near you

Independent Financial Adviser 1.33 mi
We are an established firm of Chartered Financial Planners who are committed to providing Independent Financial Advice you can trust.
 
Independent Financial Adviser 3.85 mi
Experts in strategic financial management with individual client relationships stretching back over 25 years. Impartial, professional, helpful.
 
Independent Financial Adviser 4.29 mi
Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
 
Independent Financial Adviser 4.39 mi
We put you in a position where you can make informed decisions about your money. Simple and transparent.