We operate from high street premises in the market town of Southam in Warwickshire. Neil Goldie, who is the authorised adviser and owner of the practice has over 30 years' experience in the Financial Services industry, 23 of which as an Independent Financial Adviser. We also provide advice on the 'what if insurances' such as protecting your income in the event of accident or illness, life assurance and critical illness cover.
We advise individuals and small to medium size companies. Our advice is impartial, personal & professional. We never lose sight that your best interests are aligned with ours! There are occasions when things do no go quite to plan but we are here to try and assist/support and guide you to a better outcome.
We advise individuals and small to medium size companies. Our advice is impartial, personal & professional. We never lose sight that your best interests are aligned with ours! There are occasions when things do no go quite to plan but we are here to try and assist/support and guide you to a better outcome.
Services
We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We are committed to being fully independent, thus offering advice on products from the whole of the market. Southam Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Following 3 years as an apprentice jockey I went back to college and gained a distinction in BTEC Diploma in Business Studies. From 1985 to 1993 I worked at Guardian Royal Exchange before establishing my IFA business in Nuneaton.
In 1999 due to expansion the business merged with Reynolds Insurance Services here in Southam which has continued to grow both from existing and new clients whilst enjoying a strong professional connection with local accountants Grineaux Accountants Ltd.
In 1999 due to expansion the business merged with Reynolds Insurance Services here in Southam which has continued to grow both from existing and new clients whilst enjoying a strong professional connection with local accountants Grineaux Accountants Ltd.
On receiving an enquiry we invite a prospective client to come to our offices for a preliminary meeting. The purpose of the meeting is firstly to establish whether we are able to assist with the prospective clients needs and objectives and secondly to discuss our fees for our services should we be instructed to proceed.
We will discuss your attitude to risk, capacity and tolerance for loss in monetary terms as these are crucial so that any potential solutions match your capacity for loss and tolerance for loss. A questionnaire will be completed and this should enable us to agree your risk profile. What you also need to give some thought to is what those objectives are.
The aim of life assurance cover is to provide money and financial stability for people or your business who financially depend on you. If there is no one who will be financially distressed by your death, life assurance is probably not essential, though there are other reasons why it would be useful.
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