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!
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.
For our retiring clients, we assist in securing the highest income possible from our whole of market panel of Annuity providers. We also advise on Income Drawdown.
Based in the beautiful village of Holmfirth in West Yorkshire, we have clients as close as Saddleworth, Huddersfield, Oldham and Halifax, but as far as Surrey and Lanarkshire!
Our aim is to give you complete confidence in your financial plans, and to help maintain them as your circumstances change. If you would like to learn more about our services please click here.
'Income drawdown' will reduce the size of your pension fund and the investment growth may not be sufficient to maintain the level of income you wish to draw.
*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.
