Goodwill Financial Planning Ltd

Independent Financial Adviser G5 Birkbecks, Water Street, Skipton, North Yorkshire, BD23 1PB
FCA verified
24th June 2019
Please get in touch on , we offer a friendly, client-centred & professional approach to financial planning.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Liam Best
Chartered Financial Planner
Where to find us

G5 Birkbecks, Water Street, Skipton, North Yorkshire, BD23 1PB

About us

We are a friendly, family run business established to provide high quality Independent Financial Advice. With over 25 years experience in financial services we can offer you, personal financial services in the comfort of your own home or place of work. We always offer a free, no obligation initial consultation.

Our services

At Goodwill Financial Planning, we are passionate about building long-term relationships with our clients founded upon trust. We'll start by learning about you, your circumstances and your priorities, being 'Independent' we'll then suggest solutions based on your needs. We'll use easy to understand language and work in a clear, professional manner. Our charges are both competitive and transparent.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Goodwill Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Firm reference number 431328. Goodwill Financial Planning Ltd are registered as a limited company in England & Wales, company number 05409213.

Please remember; investments can go down as well as up and past performance is not a guide to future returns. Your home may be repossessed if you do not keep up repayments on your mortgage.

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