Welcome to Goldsborough Wealth. We are a team of highly qualified and experienced independent financial advisers (IFAs). Based in the North Yorkshire A1 corridor, our location provides quick access to North Leeds, Wetherby, Otley, Ilkley, Harrogate, Ripon, Thirsk, York and surrounding areas. Our clients are located throughout the UK, including London and the South East.
We are committed to putting clients at the heart of everything we do, by ensuring we understand the individual needs of each one and implementing tailored financial plans to address those needs. By combining the latest technology with the extensive knowledge, experience and innovation of our advisers, we deliver outstanding solutions for our clients.
Our bespoke Wealth Management Service strives to improve financial security and fulfil clients’ needs and objectives, incorporating private investment portfolios, ISAs, retirement savings, pension drawdown, inheritance tax planning, life and health insurance protection and tax-efficient solutions.
Our Business Services proposition offers a range of solutions relating to owner-manager remuneration strategies, shareholder agreements, key person insurance and employers’ staff benefits schemes; including; auto-enrolment pension schemes, group life insurance, group income protection and pension scheme trustee advisory.
We are proud to offer a proposition that is at the cutting edge of modern-day financial planning; to deliver beneficial, practical solutions when they are most needed.
We pride ourselves on being friendly but inquisitive enough to make a difference; approachable but convincing and technically accurate but effective communicators.
Our fee structure is always clearly explained and agreed in advance. We will always seek to help clients to meet the cost of our advice in the most agreeable and tax-efficient route available.
Our bespoke wealth management service strives to improve financial security and fulfil clients’ needs and objectives. This could include:
- The creation and ongoing management of investment portfolios, including ISAs;
- Designing and managing retirement savings strategies;
- Generating pension income in retirement from the assets available;
- Inheritance Tax planning;
- Life and health insurance protection for individuals and businesses.
Our Employee Benefits service offers employers a full programme of arrangements including Auto-Enrolment Workplace Pension schemes, group life insurance and group income protection schemes.
Our service proposition operates at the cutting edge of modern-day financial planning to deliver sophisticated, practical solutions; although, not at the cost of traditional service values. We pride ourselves on being professional, courteous and approachable. We enjoy close relationship with our clients, based upon mutual respect and understanding.
We charge fees for our services, which are always agreed in advance and will often be incorporated into the solutions we provide. Paying fees from investments can often bring about practical remedies and efficiencies; not least, when capitalising upon tax incentives that may be available.