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Financial Consultants

GoddardFry Wealth Management Limited

GoddardFry Wealth Management Limited is a financial services company located in Salisbury, England. They specialize in providing expert financial advice and solutions to individuals and businesses alike. With a team of experienced financial consultants, GoddardFry Wealth Management Limited is committed to helping their clients achieve their financial goals and secure their financial future. Their services include investment management, retirement planning, and estate planning, among others. If you are in need of professional financial guidance, GoddardFry Wealth Management Limited is the company to trust.

Introduction to GoddardFry Wealth Management Limited

GoddardFry Wealth Management Limited is a financial services company that was established to provide top-notch financial consultancy services to its clients. The company has a rich history of more than 50 years in the industry and has built a reputation for being one of the most reliable financial consultants in England. What sets GoddardFry Wealth Management Limited apart from other companies in the industry is their commitment to personalized service. They tailor their services to fit the unique needs of each client, ensuring maximum satisfaction.

Services & products

GoddardFry Wealth Management Limited offers a wide range of financial consultancy services, including investment management, retirement planning, tax planning, and estate planning. They also offer financial planning services for individuals, families, and businesses. Their team of experienced financial advisors works closely with clients to develop customized financial solutions that meet their specific needs.

Location

GoddardFry Wealth Management Limited is located at 26 Milford St, Salisbury SP1 2AP, United Kingdom, in the heart of Salisbury. The area is known for its vibrant business community, with a mix of small and large businesses operating in the area. Customers can expect to find a range of shops, restaurants, and other amenities within walking distance of the company's location. The closest public transportation options are the Salisbury train station (0.4 miles), the Salisbury bus station (0.3 miles), and the Fisherton Street bus stop (0.2 miles).

Benefits

Customers should choose GoddardFry Wealth Management Limited because of their commitment to personalized service. The company's team of experienced financial advisors works closely with clients to develop customized financial solutions that meet their specific needs. They offer a range of financial consultancy services, including investment management, retirement planning, tax planning, and estate planning. Additionally, their location in the heart of Salisbury makes them easily accessible to clients from all parts of the city.

Good to know

Customers should be aware that GoddardFry Wealth Management Limited is committed to maintaining the highest standards of professionalism and ethics in all of their dealings. They adhere to the Financial Conduct Authority's rules and regulations and are committed to providing transparent and honest financial advice to their clients.

Reviews

Customers have praised GoddardFry Wealth Management Limited for their professionalism, expertise, and commitment to personalized service. Many clients have reported that the company's financial advisors went above and beyond to develop customized financial solutions that met their specific needs. Overall, customers have reported high levels of satisfaction with the company's services.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance services. We work closely with our clients to understand their unique needs and goals, and develop customized solutions to help them achieve financial success.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial services industry, with many years of experience working with clients to help them achieve their financial goals. They hold advanced degrees and professional certifications, and regularly participate in continuing education to stay up-to-date on the latest trends and best practices in the industry.

How do you charge for your services?

We offer a fee-based model for our services, which means that we charge a percentage of assets under management. This model aligns our interests with those of our clients, as our compensation is tied to the performance of their investments. We believe this model is transparent and fair, and allows us to provide unbiased advice and recommendations to our clients.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references and case studies of our past clients. We understand that choosing a financial advisor is an important decision, and we want our clients to feel confident that they are making the right choice. We have a track record of success and are proud of the relationships we have built with our clients over the years.

How will you tailor your services to meet my specific financial goals and needs?

We understand that each client has unique financial goals and needs, and we take a personalized approach to developing customized solutions that meet those needs. We begin by getting to know our clients, their financial situation, and their goals and priorities. From there, we develop a comprehensive financial plan that takes into account their current and future needs, and make adjustments as needed over time to ensure they stay on track to meet their goals. We believe in open and transparent communication, and encourage our clients to ask questions and provide feedback throughout the process.