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  7. Gold Griffin - Wealth Planning

Gold Griffin - Wealth Planning

Independent Financial Adviser  71 - 75 Shelton Street, Central London, WC2H 9JQ
First meeting at adviser's own cost
Our primary focus is 'Happy Clients'. Award Winning, highest quality Independent Financial Advice.
We can advise you on
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Annuity purchase
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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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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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Corporate pension
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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 private medical insurance
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Long term care
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Response rating
8.0/10
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FCA authorised
Last authorised 24th January 2022
Meet our advisers
MR Keith Jobson
Director | IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This exam accesses understanding of the financial services and their regulation.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
What were the circumstances that caused you to look for a Financial Adviser? Needed financial services How did the financial adviser help you? Keith was an expert in the areas I was interested in. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? N/A.
Steve, London
What were the circumstances that caused you to look for a Financial Adviser? I had a sum of money from an inheritance that was just sitting in my savings account, not working for me. I wanted to grow its value as much as possible over the next 5 to 10 years to create a larger deposit for a mortgage in the future. How did the financial adviser help you? He was brilliant and has vast knowledge of the whole market, including mortgages. I originally wanted to get a buy-to-let mortgage but wasn't sure this would be viable given how small my sum of money was and my self-employed income. Keith (being a landlord himself) was able to advise me on the upfront and running costs to consider. We decided a stocks and shares ISA was the best route forward at this stage - with a BTL mortgage something to look into later on in my career. Keith also advised me on Income Protection Insurance given my self-employed work and age (which meant premiums were especially low).
Sarah, London
What were the circumstances that caused you to look for a Financial Adviser? I needed somewhere to put money that wasn't earning anything in the bank account. How did the financial adviser help you? Keith advised me on many things, and gave advice without any pressure to commit. What is your current situation? Have you seen the outcome you were hoping for? Yes I'm happy with the outcome. What could they have done better? Keith used plain English to explain things, unlike others I've spoken to in the past.
Stephen, London
What were the circumstances that caused you to look for a Financial Adviser? I have 2 pensions, one which I am able to use for investment and income purposes. I needed advice on what to do with these pensions. How did the financial adviser help you? Keith checked all the circumstances of the pensions and advised me accordingly. My wife and I knew nothing about the ways of dealing with these pensions and have learnt a lot from him. He also took details of all the other bits of savings my wife and I have and suggested ways of maximising our income from these. He is/has helped to try and find more information about an off-shore, non-regulated savings bond my wife took out in April 2017. thus trying to reassure us about the possible loss of the initial sum invested. What is your current situation? Have you seen the outcome you were hoping for? Yes. We have been looking for means of investing the small sum of money raised from the sale of our flat. Neither of us realised that the pension su
Donald, Portland
What were the circumstances that caused you to look for a Financial Adviser? I am looking for income protection insurance. How did the financial adviser help you? He helped me find income protection insurance for me and my wife that would give us peace of mind and with the affordable monthly premiums. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing. Everything was done accordingly and he gives us update of the progress.
Romanov, Watford
What were the circumstances that caused you to look for a Financial Adviser? Seeking income protection for our mortgage. How did the financial adviser help you? Advised us entirely on the insurance we might want to consider taking out against our mortgage and also in an extremely timely manner as we were due to move into our new home within the next week. I feel that Keith has been extremely efficient and personally feel he has gone above and beyond what we ever expected of him. What is your current situation? Have you seen the outcome you were hoping for? Yes plus more.
Katie, Southampton
What were the circumstances that caused you to look for a Financial Adviser? I recently had a daughter and I wanted to make sure I was making the most of my money in the short term while she is young and for later years when I need to pay for her education. How did the financial adviser help you? Keith built me a personal investment portfolio and advised me on a number of ways to be more tax efficient as well as save for our future. What is your current situation? Have you seen the outcome you were hoping for? Too soon to comment. What could they have done better? Keith went out of his way to make our appointments convenient for me and the administration as simple as possible, which was invaluable as my time is taken up with the baby!
Sarah, London
December 2021. Keith advises and manages my Portfolio. I am extremely pleased with the performance. The Portfolio has increased in value by over 10% whilst at the same time I am taking an income of 5%. Keith also is attentive and always gets back to me promptly to answer any queries. He is very easy to talk with and inspires trust and confidence. I am very pleased Keith is looking after my pension.
Simon, Southern UK
About us

Featured in the Times Newspaper Top UK IFA guides 2019, 2020 & 2021.

Winner of the Bark Professional - UK Independent Financial Advisory Service - Certificate of Excellence Award 2019 and 2021.

'No charge' initial consultation.

Our services

Providing friendly, dependable, professional, regulated whole of market Independent Financial Advice.

Helping you maximise the opportunities that are available to you.

Embracing the fact that a happy client will be a long lasting client, so absolutely giving the best and highest quality financial advice.

Areas of specialism:

* Investments

* Savings plans

* Pension planning

* Wealth Management

* 'Advised' Bespoke Portfolio construction

* Philanthropy Advice

* IHT mitigation planning

* School fees planning

* Ar retirement, pension income solutions

* Trustee advice

* Business financial planning, including group schemes

* Personal & Business protection planning

* Will & Trust Planning

Where to find us
Head office address: 71 - 75 Shelton Street, Covent Garden, Central London, WC2H 9JQ
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Gold Griffin - Wealth Planning, is the trading name of Gold Griffin - Wealth Planning Ltd, Registered Company Number: 12110705. Gold Griffin - Wealth Planning Ltd is an Appointed Representative ("AR") Firm No: 912514, of Julian Harris Financial Consultants ("JHFC") which is authorised and regulated by the Financial Conduct Authority ("FCA") No: 153566. Registered Company Number: 3927189. JHFC Registered Head Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

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The Financial Ombudsman Service ("FOS") is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at: <url hidden>

Make an enquiry Request a call back Recommend to a friend
Response rating
8.0/10
phone Show number
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FCA authorised
Last authorised 24th January 2022

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