1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. Gold Griffin - Wealth Planning

Gold Griffin - Wealth Planning

Independent Financial Adviser  71 - 75 Shelton Street, Central London, WC2H 9JQ
check
FCA authorised
Last authorised 15th August 2022
Our primary focus is 'Happy Clients'. Award Winning, highest quality Independent Financial Advice.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
Keith M Jobson DipPFS, CertSMP, CertsCII(MP,ER & LTCI)
Director | IFA
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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£151,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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.

<email address hidden>

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on individual's unique circumstances

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>

71 - 75 Shelton Street, Covent Garden, Central London, W8 5ED

Similar advisers near you

Alexander House Financial Planning Ltd.
Restricted - whole of market 0.19 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
 
See profile
Finsbridge Financial Planning
Independent Financial Adviser 0.2 mi
We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future. We have offices in Kent, Surrey, Essex, Berks, Hants
 
See profile
Cooper Parry Wealth
Independent Financial Adviser 0.28 mi
We are multi award winning and one of the fastest growing financial planning firms in the UK
 
See profile
Nadia Khan at Fairstone Financial Management
Independent Financial Adviser 0.37 mi
I take pride in ensuring that I adapt to my client’s needs, by offering them a service tailored to suit them individually. My emphasis is on maintaining long term relationships with my clients by giving trusted advice.
 
See profile