Gold Griffin - Wealth Planning.

About

Gold Griffin - Wealth Planning provides the highest level of Independent Financial Planning Advice and Wealth Planning Services. We offer a Whole of UK service. "PLEASE PRESS - MORE - IN BLUE BELOW - TO SEE LOTS MORE DETAILS":
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In my capacity as Director | IFA, I have over 25 years experience within regulated Financial Services.

As a Whole of Market Professional - Independent Financial Adviser, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives.

I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including:

* " Tax Free in claim" - Income Protection

* Wealth Management

* Investment Planning, including all the different types of ISA

* Investment Bond's

* Long Term Care Fees - Planning Advice.

* Life Assurance - personal and for businesses

* Critical Illness protection

* Tax efficient investment advice

* Pension advice

* Annuities

* Income Drawdown

* Tax efficient investments for growth or income

* Capital Protected Investments

* VCT; EIS; SEIS (on determination of suitability)

* Corporate Investments

* Ltd Company protection solutions

* Ltd Company Relevant Life (offset against Corporation tax)

* Regular saving plan options

* Inheritance Tax (IHT) planning

* Trust advice

* School fee's planning solutions

* Protecting your mortgage

* Private Medical Insurance

* Drawdown

* General Investment Account

* Bespoke Wealth Planning Portfolio building

Contact me to arrange a friendly, confidential no obligation free no obligation initial consultation, by Telephone, Video Call or Face to Face meeting post Covid-19.

I am able to provide a whole of UK service.

Several of my areas of specialisms include:

* Retirement options and how to retire early.

All aspects of Pension Planning, including Defined Contribution Pension ("DCP") Planning.

* Investments for Wealth Preservation, Income or Growth.

* Protection Specialist

* IHT planning

* Schools fee planning

* Long Term Care fees planning specialist

* Private Medical Insurance ("PMI")

* Trust's

* Will's

It will be my pleasure to be of service, please feel free to get in touch to arrange a No Cost, No obligation initial Financial Planning Consultation.

Please visit the Company Website at:

www.gold-griffinwp.co.uk

"My focus is to provide high quality financial advice and build long term 'Happy Clients' relationships"

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Financial Services Professional Qualifications:

I hold the Chartered Insurance Institute (CII) Diploma in Financial Planning - DipPFS and Diploma, Advanced Mortgage Advice qualification - CertSMP.

I hold the specialist qualification with the CII in Equity Release - CertCII (ER)

I also hold the qualification to provide specialist Long Term Care Fees Advice. Only regulated Financial Advisers, that hold this qualification are allowed to provide specialist Long Term Care Fees Advice. CertCII (LTCI)



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Gold Griffin - Wealth Planning is the trading name of Gold Griffin - Wealth Planning Ltd, being an Appointed Representative Firm of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.

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: www.financial-ombudsman.org.uk
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