Impartial financial advice for individuals, families, trustees and companies. We combine traditional values with modern thinking. Our success is built on integrity, discretion, reputation and delivery.

WHY USE US?  See Video below

Our mission is to help you achieve financial goals for you, your trust fund, your family or for your business.   We recognise that relationships, along with trust, take time to create, and empathy is central to the service we provide.

We are an Independent Financial Adviser and led by our MD, Phil Jacobs who is a Chartered Financial Planner.  All advisers in our business follow the advice process set out in the video below:


Contact us

01423 623 196

Email us


Professional, polite, courteous

“Phil carefully reviewed my existing arrangements and provided great advice in the areas that I needed. He is extremely professional, polite, courteous and gives great advice too.”

Attentive, open, honest

“Phil is professional, attentive and open and honest in his approach… he takes care and responsibility for my finances enabling me to carry on with my normal business duties”

Approachable, understanding, friendly

“Phil is on my wavelength. He is easy to approach and understands my needs and requirements. He manages my financial affairs in a friendly but very professional manner… ”

Want to know more?

Call us for a friendly chat on 01423 623 196 or email: enquiries@goldw.co.uk