Gould Financial Planning

Independent Financial Adviser  Quest House, Cardiff, South Glamorgan, CF3 0EY
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FCA authorised
Last authorised 16th November 2020
We are an experienced firm of Chartered Financial Planners, founded in 2001. We specialize in providing financial advice to individuals, trusts and small business enterprises.
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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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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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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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 private medical insurance
Meet our advisers
Rhonda Newman
Director and Financial Planner
About us

Gould Financial Planning was amongst the very first firms in the UK to have been awarded the prestigious Chartered Financial Planners status confirming our professional standing alongside accountants, solicitors and surveyors. We have been confirmed as one of the top 100 Independent Financial Advisor practices by New Model Advisor. We have also been accredited with British & International Standards.

Our services

Our mission is to help our clients to achieve their personal financial objectives through our integrity. We have a wealth of knowledge in Pensions, Investments, Protection and Wealth Preservation. We are also very well connected with our professionals such as qualified accountants and solicitors in South Wales.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Quest House, St Mellons Business Park, Cardiff, South Glamorgan, CF3 0EY

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