CASE STUDIES

  • Death of a loved one

    Mary was referred to us by a solicitor in 2012 following the death of her husband...more

  • Surplus pensions

    Many of our clients have acquired a substantial pension fund and, at retirement, find they have more than sufficient wealth to meet their lifestyle costs...more

  • Planning for the future

    Stephen received an inheritance in November 2012 and hoped this would give him a chance to reorganise his finances...more

  • Retirement Planning

    Dennis was referred to Andy Gait by an existing client. He was aged 59 in excellent health and keen to discuss his pension arrangements ...more

  • Tax planning

    When the owner of a successful surveying business got into difficulties with his income tax liabilities he spoke to Gould Financial Planning...more

NEWS

  • If you have made considerable investment gains since June 2016 – Don’t thank us, thank Brexit!!! It has now been ten months since the UK voted, by a small margin, to leave the EU and in that time most of our clients have received their annual or bi-annual valuation. You will have noticed spectacular investment […]...more

  • Another budget comes and goes with no amendments to pension legislation or tax relief. Phillip Hammond announced one significant change which will impact on some tax planning strategies. The dividend allowance has been reduced from £5,000 per annum per person to £2,000 per annum from April 2018. The tax rates on dividends after this allowance […]...more

  • May I begin this edition by wishing all of our clients a happy and prosperous 2017. 2016 certainly presented us with many challenges, but I am pleased to announce that Gould Financial Planning managed to negotiate these challenges whilst also; Achieving British and International standards accreditation. These awards are reflective of the hard work all […]...more

OUR SOLUTIONS

  • Wealth Preservation

    Having created wealth, it is natural that you will want to protect it for your family. The last two decades have seen many changes in the ta...more

  • RETIREMENT

    For many years retirement planning consisted of building a pension fund and then buying an annuity and very little else. In our view this is...more

  • Financial Planning

    Whether it be protecting your business interests for the benefit of you and your family in the event of death or ill health, or putting toge...more

  • Trustees and Deputyships

    We understand the responsibility that comes with the above roles. We have extensive experience in unburdening you from the financial plannin...more

VOUCHED FOR

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    ”Very friendly and approachable. Efficient and professional service” Caroline, Vale of Glamorgan
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    ”Simon and his team give excellent easy to follow Financial Advice, and the proof is in the results”Kim, Oxfordshire, MD
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    ”I would readily recommend Andy for his professional and friendly approach to advice. After assessing my future objectives and attitude to risk he has transferred an exceptionally complex portfolio into a much more comprehensive and manageable one. I have been very impressed with his recommendations and the excellent service provided by him and his team. They are all very approachable and always have time for any queries or problems which may arise.”Denise, Gwent