We are Chartered Financial Planners, founded in 2001, and we are based between Newport and Cardiff. We specialize in providing financial advice to high net worth individuals, trusts and small business enterprises.
Gould Financial Planning was amongst the very first firms in the UK to have been awarded the prestigious Chartered Financial Planners status confirming our professional standing alongside accountants, solicitors and surveyors. In 2017, and for the second year running, we were confirmed as one of the top 100 Independent Financial Advisor practices by New Model Advisor. We have also been accredited with British & International Standards.
Our mission is to help our clients to achieve their personal financial objectives through our integrity, skill, diligence and experience.
Our staff are committed to improving their skills and knowledge by continuing progression towards further financial qualifications. The firm has over 150 years of financial services experience amongst the staff. We now supervise over £180 million of clients money under our management.
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