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Happy Clients are our top priority
We provide Whole of Market - Independent Financial Advice & Private Client - Wealth Planning services, including:
* Private Client - Advised "Bespoke Diversified Portfolio" construction
* Post High Court of England & Wales, Intestacy 'Grant of Letters of Administration' & Probate Investment Planning for:"Statutory
Bereaved Minor Trust/s"
* Trustee Investment Planning
* Divorce Pension Splitting Planning
* Inheritance Tax (IHT) Mitigation Planning
* Philanthropy Advice
* Investment Advice
* Pension Advice
* School Fees Planning
* Wills & Trusts
* Specialist Long Term Care Fees Planning
* Personal & Business Protection Planning
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Our promise to you
We are focused and dedicated to ensuring you get the absolute best Whole of Market, Independent Financial Planning Advice and Wealth Planning services. Contact us today and see for yourself.
We offer a free initial consultation.
We can arrange to meet you for a no obligation free initial Financial Planning consultation at your home address, your office, or at our office location. We also offer remote advice services remotely by Video Call if required, Telephone and Internet.
We are here to be of service and happy to help with any of your Financial Planning or Wealth Planning requirements.
Send us a message using the 'contact us' section, or call us using our freephone number: 0800 970 3963, or send us an email:
info@gold-griffinwp.co.uk
When viewing our website using your Mobile Phone, you can call us using our freephone number by click on 'call us' below:
Savings and Investments
Get the best out your savings and make your savings work for you. We can guide and advise you through the maze of options.
We have access to the whole of market for Savings and Investment solutions.
We are Investment and Wealth Planning specialists.
Investment planning that fits exactly with your requirements, be it Capital Preservation, Growth or Income. We can advise you on the best and most tax efficient savings and Investment solutions to fit your needs.
Personal Protection
Be it arranging Life Assurance (Mortgage Decreasing Term Insurance, Level Term Insurance or Whole of Life Assurance) Income Protection, Critical Illness Cover, Accident, Sickness and Unemployment (ASU) cover, Health Insurance and Business Protection Planning, we have access to the whole of market to source the best protection solutions to fit your needs.
Long Term Care fees funding Advice
Long-term care insurance provides the financial support you need if you have to pay for care assistance for yourself or a loved one.
The level of state support you receive can be different depending on whether you live in England, Wales, Scotland or Northern Ireland. Government state benefits can provide some help, but they may not be enough or may not pay for the full cost of long-term care.
We can advise on all aspects of Long Term Care planning, we are here to help. Please feel free to send us a contact message or call us on our freephone number.
Pensions
All aspects of Pension planning provided.
We can help you at whatever stage you are at, be it building a retirement fund or looking at your retirement options.
Inheritance Tax (IHT) Mitigation Planning
Protect against the ouch
We are Inheritance Tax (IHT) mitigation planning specialists, let us help you with this and save the ouch.
School Fees Planning
We can advise on solutions for School Fees Planning.
"We at Gold Griffin - Wealth Planning want to help as many potential new clients as possible"
No charge,
no obligation - Financial Health Check
Call us to arrange an appointment.
Whole of Market - Independent Financial Advice & Wealth Planning
Become one of our happy clients and let us advise you and see how we can help with your Financial Planning needs.
Wills & Trusts planning service
Through our associated Adviser Will Service we can take your Will instructions and provide Will and Trust planning service via Adviser Will legal team.
- Protect your Family - Protect your Wealth
Private Client - Wealth Planning Service
Become one of our Happy Private Clients.
We are Wealth Planning specialists.
We have access to the whole of market for Investment Solutions. If you have been searching for specialist Investment Advisers you have come to the right place.
We construct bespoke Wealth Planning Portfolios aligned to your investment criteria, objectives and personal needs.
This can involve, if required, using Socially Responsible - Ethical and Environmental, Social and Governance ("ESG") funds.
Solutions can be for whatever your needs are, be it Wealth Preservation, Growth focused or Income.
Our solutions are tailored to your personal situation, to align to the best tax wrapper for your Investment Planning.
Private Banks can generally have entry threshold barrier levels for personal Wealth Planning, Investment Planning of several hundred thousand pounds. We at Gold Griffin - Wealth Planning can assist with Personal Wealth Planning, with whole of market access to Wealth Planning - Investment Planning solutions without
high entry thresholds.
If you would like to find out more about our Private Client - Wealth Planning Service, send us a message using the contact us
section, or call us on our freephone number: 0800 970 3963.
When viewing our website using your Mobile Phone, you can contact us using our freephone number, by clicking on 'call us' below:
The Highest Quality - Wealth Management Advisory Service
Personal Wealth Management - for Private Clients
01
Understand your needs
We will tailor your Investment Planning to your needs
02
Research
Researching the best Investment solutions to fit your needs
03
Keeping you informed
Providing you with all initial and ongoing information
04
Reviewing your Investment Planning
Ongoing regular reviews, to ensure the Investment Planning continues to meet your needs