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  7. Gold Griffin - Wealth Planning

Gold Griffin - Wealth Planning

Independent Financial Adviser  71 - 75 Shelton Street, London, WC2H 9JQ
First meeting at adviser's own cost
'Award Winning' Gold Griffin - Wealth Plannings mission is to provide the highest level of Whole of Market - Independent Financial Advice & Wealth Planning Services. Our primary focus is 'happy clients'. We provide a free initial no obligation - Independent Financial Advice consultation at our Office location, or for maximum flexibility at your Office or Home Address. We also offer evening and weekend appointments.
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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection 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
7.1/10
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
MR Keith M Jobson DipPFS, CertSMP, CertsCII (MP & ER)
Director | IFA

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

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 the financial services and their regulation.

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? After. reaching 50, it was time to actively mange my retirement,. How did the financial adviser help you? Keith researched various options, compared and presented them understandable to me. What is your current situation? Have you seen the outcome you were hoping for? I am satisfied with the choice and the outcome reflects my expectations. The outcome I am hoping for will manifest in 10 years and is not entirely dependent on the financial advisor himself. What could they have done better? Keith is an excellent expert in his field and is more than willing to go the extra mile to find a suitable solution for his clients. I was overwhelmed by his passion for detail.
Dejan, London
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 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).In general, Keith has been a really prompt, thorough and friendly answer to all of my questions. He's really helped me. What is your current situation? Have you seen the outcome you were hoping for? It's too early to say really, but I do feel confident and excited about the future given my decision. I trust Keith's advice and only wish I'd sought his help sooner!. What could they have done better? I really can't think of anything!
Sarah, 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 sums were available nor what we should do with them.We have found Keith to be honest, trustworthy and taking our best interests into account at all times. What could they have done better? Nothing. My earlier 4-star rating re knowing the costs involved is purely because the situation is quite complex for us. We do have a good idea - but not the actual sum involved. The benefits already outweigh what we'll pay. Keith is knowledgeable and prepared to go the extra mile to ensure he gives us the best advice. This is more impressive as we are only talking comparatively small sums of money here!
Don, Portland
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? 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 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? Investments How did the financial adviser help you? He gave me financial advise and guided me in choosing the best way to invest my savings. What is your current situation? Have you seen the outcome you were hoping for? I have only recently started my investment portfolio, so its a bit early to say. Keith has been really professional and gained my trust to move forward with him. What could they have done better? He has been brilliant so far, I don’t have anything else to add.
Davide, London
What were the circumstances that caused you to look for a Financial Adviser? I had a lump sum to invest How did the financial adviser help you? Keith gave me very clear and precise advice that made a lot of sense. What is your current situation? Have you seen the outcome you were hoping for? The investments have just been applied so it is early days at the moment. But I am optimistic. What could they have done better? Difficult to know.
Rupert, Bournemouth
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
About us

✳✳✳✳✳✳✳✳✳✳✳✳✳✳ ✳✳✳✳✳✳✳✳✳✳✳✳✳✳


Featured in the Times Newspaper Top UK IFA guide 2019


✳✳✳✳✳✳✳✳✳✳✳✳✳✳ ✳✳✳✳✳✳✳✳✳✳✳✳✳✳


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


For your convenience, meetings arranged at our Office location, or your Home Address (including evening and weekend appointments), or at your Office.

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

* Defined Contribution - Pension Planning, including Carry Forward Planning.

* Wealth Management

* Personal Investment - Portfolio Construction

* IHT mitigation planning

* School fees planning

* Pre and post retirement, pension solutions

* Trustee advice

* Business financial planning, including group schemes

Where to find us
Head office address: 71 - 75 Shelton Street, Covent Garden, London, WC2H 9JQ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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, an Appointed Representative of Julian Harris Financial Consultants which is authorised and regulated by the Financial Conduct Authority.

I will be thorough and clear while I provide regulated Financial Planning Advice.

Past performance is no guarantee to future performance, investments can fall as well as rise. I provide a thorough financial planning service. From initial discussion to gathering facts, researching the absolute best solution/s to fit your needs. Then preparation of illustrations with supporting documentation and a Suitability Report covering all aspects of the recommendations made.


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 which is authorised and regulated by the Financial Conduct Authority No: 153566. Registered Company Number: 3927189. JHFC Registered Head Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.1/10
phone Show number
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FCA authorised
Last authorised 7th June 2021

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