Godfrey Wealth Management specialise in offering expert advice in a wide range of vital areas such as Pension and Investment Planning, Inheritance Tax provision, Business Strategy and Protection.
In addition, Mortgages are a popular request from our clients. We pride ourselves on the provision of a memorable client experience; one that results in most new business coming to us via referral from our existing clients. We provide advice in the highly specialised areas of Buy to Let*, Self Build, and also Equity Release, which includes Lifetime Mortgages and Home Reversion plans.**
As part of our committment to help our clients plan for their children's future, we are proud to offer the "Junior ISA". Please call us for more information and to book your meeting to make advance plans for your little ones, or indeed your grandchildren!
*Buy to let mortgages are not regulated by the Financial Conduct Authority. **To understand the features and risks of a Lifetime Mortgage or home reversion plan, ask for a personalised illustration.
Please note that the value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The favourable tax treatment given to the Junior ISA may not be maintained in the future as they are subject to changes in legislation.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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My husband and I have been working with Ben Godfrey for the past two years, he came highly recommended and has not disappointed. The advice and guidance into planning our finances for retirement has been excellent and we are already benefiting from the decisions we made. Ben is an absolute professio...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.