Business Details
21 Years
experience
Your Trusted Financial Partner in Goole
At Townends Wealth Management, we specialise in transforming financial aspirations into achievable realities through tailored planning and expert guidance. With a foundation built on listening to our clients' unique circumstances, we craft comprehensive strategies that address both immediate needs and long-term objectives. Our team of qualified professionals combines decades of industry experience with a commitment to regulatory excellence, ensuring every recommendation aligns with our clients' best interests. We prioritise transparency in all communications, maintaining clear documentation of our processes and maintaining full compliance with FCA regulations.Our approach emphasises regular portfolio reviews and adaptive planning to accommodate life's inevitable changes, while our fee structures remain openly disclosed without hidden charges. By focusing on relationship-driven service, we aim to become trusted partners in navigating complex financial landscapes, whether for individual wealth accumulation, business protection strategies, or intergenerational wealth transfer. Our physical presence in Goole, York, and Pontefract enables us to serve both local communities and clients across the UK with equal dedication.
Services
Financial Planning
Wealth Management
Pension Advice
Investment Strategies
Life Assurance
Business Protection
Tax Planning
Estate Planning
Risk Management
Retirement Planning
Details
- Year established: 2005
Highlights and features
- We offer personalised financial planning tailored to individual life stages and objectives
- Our team holds FCA-authorised qualifications with combined industry experience since 2005
- We provide transparent fee structures with no hidden charges
- Our investment strategies incorporate tax-efficient vehicles and regular performance reviews
- We maintain regulatory compliance with documented processes available for client review
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We develop comprehensive financial plans addressing short, medium, and long-term objectives. Our process begins with detailed fact-finding to understand your current situation, followed by strategy development aligned with your goals. Services include cash flow analysis, risk management, and retirement planning, with regular reviews to adapt to changing circumstances.
Investment Management
We create diversified investment portfolios tailored to your risk profile and financial objectives. Our approach incorporates tax-efficient vehicles like ISAs and SIPPs, with access to multiple platforms including Novia and Hargreaves Lansdown. Regular performance monitoring ensures alignment with your investment strategy.
Pension Advice
Our pension specialists provide guidance on workplace pensions, auto-enrolment, and personal pension arrangements. We offer SIPP establishment, executive pension planning, and state pension optimisation strategies to help maximise retirement income while maintaining regulatory compliance.
Wealth Protection
We implement protection strategies including life assurance, critical illness cover, and income protection policies. For businesses, we offer keyperson insurance and share protection arrangements to safeguard against financial losses from unexpected events.
Estate Planning
Our services help preserve wealth for future generations through strategic will creation, lasting power of attorney arrangements, and trust structures. We focus on minimising inheritance tax liabilities while ensuring your asset distribution wishes are legally documented.
Questions
What financial services do you specialise in?
We specialise in financial planning, investment management, pension advice, wealth protection, and estate planning for both individuals and businesses.
How do you work with new clients?
We begin with a no-obligation consultation to understand your financial situation, followed by creating a tailored plan with regular reviews to track progress towards your goals.
Are you regulated by any official body?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference 994538.
Do you offer online portfolio access?
Yes, we provide access to multiple platforms including Novia, Hargreaves Lansdown, and Aviva for real-time investment monitoring.
How are your fees structured?
Our fees are transparently disclosed during initial consultations, with options including hourly rates, fixed fees, or percentage-based asset management charges.
What areas do you cover?
While based in Goole, we serve clients across Yorkshire in York and Pontefract, with UK-wide advisory capabilities through digital communication tools.
