Goodwill Financial Planning Ltd

Independent Financial Adviser G5 Birkbecks, Water Street, Skipton, North Yorkshire, BD23 1PB
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
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
Liam Best
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Liam has managed my financial affairs for a number of years and I must say that after each consultation I feel that a weight has been lifted off my shoulders. Liam has successfully looked after my finances and I place great confidence in him. He explains all transactions very clearly and is very patient if I havent understood any details. He is conscientious, friendly and makes me feel that nothing is too much trouble. I am hoping to retire soon and will be relying on him to give me all his expert advice
Laurence & Barbra Driver, Silsden
He listens to our needs and requirements and provides a made to measure solution that perfectly fits our scenario. He is always available at the end of a phone if you require urgent help or advice.
Steve & Margaret Marshall, South Yorkshire
Liam is extremely friendly and helpful. He visits regularly and will always come to see you if necessary in between appointments. He always contacts you when you request this, either by phone or e mail. All transactions are explained fully and he organises most of these for you. Because Liam is an independent adviser you have to pay a monthly amount however, he is very thorough in what he does and has helped us to invest wisely and increase our savings.
Andy & Jane Payling, Ilkley
Being undecided whether we could both take early retirement, we consulted Liam, who looked at our finances and explained that we could, bearing in mind that we would have to be careful but, we could manage to live comfortably following his advice. He manages our small amount of investment well, and we are very happy to continue letting him do so.
Tony & June Crossland, West Yorkshire
Liams attitude to his business is exemplary. In the twenty years we have been associated with Liam and his financial services, his in depth knowledge on the financial sectors and patient guidance, especially in the Investments and Savings sectors have proved to be excellent choices, providing the kind of financial security in our retirement that we had wished for but, in fairness, did not expect.
Kaz & Lilley Domagalski, North Yorkshire
We were introduced to Liam following the sale of our business in 2007. He spent a great deal of time and effort in the initial preparation of our portfolios and ensured we had robust explanation and advice on which to make decisions. He gave us time to consider our options and very patiently reiterated information when needed. Over the last 6 years Liam has successfully managed our investments with his outstanding knowledge of his field, his attention to detail and his conscientious approach to our financial welfare. He keeps in regular contact for updates and is always on hand to enthusiastically discuss any issues. Liam runs a first class company run in a friendly but very professional manner.
Jim Smith & Linda Hirst, Cullingworth
He gives the full facts and allows us to decide, offering advice where necessary and done in a very friendly manner with genuine concern for our finances.
Brian & Sheila Tallant, Silsden
Liam is extremely professional and always acts with integrity. He assessed our attitude to risk and used this information to produce a financial plan which meets our needs. He responds promptly to any enquiries and answers all questions clearly and concisely. He regularly reviews our portfolio and acts promptly to ensure we receive the best possible outcome.
John & Kathryn Spragg, Skipton
Liam has been my financial adviser for almost 20 years . He explains all options clearly and he has helped me make informed decisions on a number of investments. I certainly wouldn't feel as financially secure as I do without his help. I would recommend his services to anyone.
Martin & Margaret Johnson, Bingley
We have worked with Liam for over 10 years and are delighted with the work he undertakes on our behalf. He is very approachable, professional, takes the time to understand our requirements and the incredible knowledge he has of the industry enables him to make recommendations that give us the peace of mind that our finances are in very safe hands. Liam goes the extra mile to ensure he provides a service second to none. Having worked in Financial Services myself for 25 years I have had the opportunity to work with hundreds of Financial Advisers over the years and can say with sincerity that I have never worked with anyone that has the same work ethic and professional accumen that Liam has. I would not hesitate (and often do) to recommend Liam to anyone requiring a service of a very high standard that won't be equalled anywhere.
Kevin & Caroline Taylor, South Yorkshire
Liam has managed our financial affairs for many years, professionally guiding us through our working years to retirement. He has always been on hand to answer our many questions with patience and integrity. We feel assured that he is only a phone call away ans would not hesitate to recommend him wholeheartedly.
David & Ann Egerton, Bradford
I have been a client of Liam Best for almost twenty years. During that time he has given me (and other family members), knowlegeable, clear, unbiased advice on a range of financial matter. These include investments, pensions, insurance, care plans and loans.Any questions or problems have been dealt with quickly and effectively by him and his team. He keeps me informed of changes in financial matters and regularly reviews my portfolio.Fiona guided me through the stages of writing a will and preparing power of attorney documents with care and empathy. I have no hesitation in recommending Liam and his team to anyone who requires their skills and expertise.
Hilary Haley, Shipley
The Goodwill Financial Planning team have looked after my investment portfolio for many years. Following a Road Traffic Accident I received a compensation payment, not only has investment produced the level of income I require for my standard of living, the funds have achieved substantial capital growth. Liam Fiona and their team provide a friendly and thoroughly professional service, working with me in an open, honest manner and explaining things in a way that I find easy to understand. They always have my interests at heart, I highly recommend their service.
Harry McTasney, Bradford
Where to find us

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

Contact us
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
Special offers
Choose an Unbiased exclusive special offer:
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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