Business Details
Your Trusted Partner for Financial Planning Solutions
Established in Holmfirth, West Yorkshire, we specialise in delivering tailored financial advice to individuals and businesses. Our expertise spans retirement planning, investment management, mortgage solutions, and wealth preservation strategies. With a focus on building long-term relationships, we prioritise client needs through transparent, evidence-based recommendations. Our team combines local market knowledge with access to St. James's Place Wealth Management's resources, ensuring comprehensive financial solutions. We serve clients across diverse professions, including business owners, professionals, and retirees, with a commitment to simplifying complex financial decisions.Our approach integrates risk assessment, tax efficiency, and intergenerational wealth transfer planning. Recognised for our client-centric ethos, we maintain regulatory compliance through our partnership with the Financial Conduct Authority-authorised St. James's Place. Our track record demonstrates consistent delivery of mortgage brokering, protection planning, and investment portfolio management services. We differentiate ourselves through personalised service delivery and a dedication to ongoing client education. Our practice's longevity and repeat client base reflect our adherence to professional standards and ethical financial guidance.
Services
Investment Management
Retirement Planning
Mortgage Solutions
Wealth Protection
Inheritance Tax Planning
Financial Planning
Mortgage Protection
Wealth Management
Corporate Services
Intergenerational Wealth Transfer
Highlights and features
- We offer bespoke financial strategies tailored to individual client circumstances
- Our team holds specialist expertise in retirement and intergenerational wealth planning
- We maintain regulatory compliance through partnership with FCA-authorised entities
- Our mortgage brokering service secures competitive rates for diverse client profiles
- We provide ongoing portfolio management with regular performance reviews
Associations and certifications
- Financial Conduct Authority
- St. James's Place Wealth Management plc
What people say
First class service
Exceptional support
Hassle-free experience
Thorough and caring
Efficient process
Services
Investment Management
We offer comprehensive investment management services tailored to individual risk profiles and financial goals. Our approach combines strategic asset allocation with ongoing performance monitoring. Clients benefit from access to diversified investment funds and regular portfolio reviews to ensure alignment with evolving objectives.
Retirement Planning
Our retirement planning service creates sustainable income strategies for post-employment life. We assess current pension provisions, recommend tax-efficient savings vehicles, and develop phased retirement income plans. The service includes state pension optimisation and drawdown strategy implementation for long-term financial security.
Mortgage Solutions
We provide mortgage brokering services covering residential, buy-to-let, and commercial property financing. Our process includes affordability assessments, product comparison across multiple lenders, and application support. Clients receive guidance on interest rate options and remortgaging strategies to reduce borrowing costs.
Wealth Protection
Our wealth protection planning identifies financial risks to personal and business assets. We recommend appropriate life insurance, critical illness cover, and income protection policies. The service includes regular policy reviews to ensure coverage remains aligned with changing family circumstances and financial commitments.
Inheritance Tax Planning
We specialise in legal inheritance tax reduction strategies through gifting, trust structures, and tax-advantaged investments. Our planning considers family dynamics and business succession requirements. We collaborate with legal professionals to implement comprehensive estate planning solutions that preserve wealth for future generations.
People
Ben R Godfrey
Director
Ben Godfrey leads our practice with over 15 years' experience in financial services. He specialises in mortgage brokering and retirement planning, holding advanced qualifications in tax-efficient wealth transfer. Ben maintains a client-focused approach, prioritising clear communication and long-term financial security solutions.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, mortgage solutions, wealth protection, and inheritance tax planning tailored to individual client needs.
How do you work with first-time homebuyers?
We guide first-time buyers through mortgage selection, affordability assessments, and application processes, ensuring clear communication throughout the property purchase journey.
Can you help with self-employed mortgage applications?
Yes, we have expertise in securing mortgages for self-employed individuals, including business owners and professionals with complex income structures.
What areas do you cover?
Based in Holmfirth, we serve clients across West Yorkshire, including Huddersfield, Bolton, and Chesterfield, with remote advisory services available nationwide.
How are investment portfolios managed?
We create diversified portfolios aligned with risk tolerance and goals, with quarterly performance reviews and rebalancing as market conditions change.
Do you offer ongoing financial advice?
Yes, we provide regular financial health checks and strategy updates to ensure your plan adapts to life changes and market developments.
Reviews (5)
Itz Diamond
Dec 09, 2021
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Investing and getting positive returns is all I ever wanted and am glad I found it. Thanks Mrs Brenda William for her great skills of mining and trading in my account, very diligent in her work. All I did was invest $5,000 and within 7days she made $7,000 profit for me. Contact Brenda William via: WhatsApp:+1 (805) 491-5639 Email:brendawilliam784@gmail.com.
Andy Walsh
Oct 18, 2015
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Ben and the team have helped us find the right products to suit our needs on more than one occasion. First class service and always available to offer advice - Highly recommended!
Lisa Parson
Oct 18, 2015
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Being a client of Godfrey wealth management, I can honestly say they go the extra mile to be consistant in every aspect of their work. The whole team are professional, friendly and pleasure to deal with. Thanks for a great service, highly recommended.
John Igoe
Oct 18, 2015
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My pension pot has grown by an incredible amount since Ben started to Manage it. Thank you so much For your continued advice and assistance.
Sarah Race
Aug 14, 2015
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We used Godfrey Wealth Management for our mortgage and mortgage protection and Ben provides an excellent service. He is very thorough and really cares about his clients, ensuring they get the best options. We run our own business and as self employed individuals Ben managed the whole process for us and took away the stress of the application. We would definitely recommend Ben and his services and wouldn't hesitate to use him again for any financial matters.
