We are Chartered Financial Planners, founded in 2001. We specialize in providing financial advice to 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.
We have been 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.
We have been 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.
Services
We are fee-based Independent Financial Advisors based in St Mellons, Cardiff. Since inception it has been important to us that our business proposition be aligned with that of the accountancy practice whereby we charge a fee for our time spent with clients rather than be rewarded with a payment for the successful sale of a product to customers.
Gould Financial Planning is the trading name of Gould Financial Planning Limited, a limited company registered in England and Wales with the registered number 7257829. Gould Financial Planning is authorised and regulated by the Financial Conduct Authority, ref: 525989. A list of the directors' names is available for inspection at Cedar House, Hazell Drive, Newport, South Wales, NP10 8FY, United Kingdom, the firm's registered office.
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