Gold Griffin - Wealth Planning

Independent Financial Adviser  71 - 75 Shelton Street, Central London, WC2H 9JQ
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FCA authorised
Last authorised 8th August 2022
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
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
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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.

<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

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