Business Details
Your Trusted Financial Partner in St Ives
As a Partner Practice of St. James's Place, we deliver expert financial advice rooted in integrity and precision. With over two decades of experience in the financial services industry, our team specialises in crafting bespoke financial strategies tailored to the unique needs of private individuals, business owners, and sports professionals. We prioritise long-term client relationships, offering comprehensive wealth management solutions that encompass investment planning, retirement strategies, and protection planning.Our approach combines deep industry knowledge with a client-centric ethos, ensuring transparent communication and no-pressure guidance. Recognised for our expertise, we serve clients across diverse sectors, including business, music, and sports, helping them secure their financial futures while focusing on their careers. Our commitment to excellence is reflected in our partnerships, regulatory compliance, and the trust placed in us by our clients.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Intergenerational Planning
Long-Term Care
Portfolio Optimisation
Financial Consultation
Highlights and features
- We have over 20 years of experience in financial services.
- We offer bespoke financial plans tailored to individual needs.
- Our team works with diverse clients including sports professionals.
- We provide transparent, no-pressure advisory services.
- We maintain long-term client relationships built on trust.
What people say
Thoroughly recommend
Professional service
No pressure approach
Expert knowledge
Tailored solutions
Services
Investment Management
Our investment management service focuses on building and optimising portfolios aligned with your financial goals. We employ strategic asset allocation and ongoing monitoring to maximise returns while managing risk. Clients benefit from personalised strategies tailored to their risk tolerance and long-term objectives.
Retirement Planning
We help clients design comprehensive retirement plans, ensuring financial security during their post-career years. Our approach considers pension options, tax efficiency, and lifestyle requirements. We provide projections and adjustments to maintain alignment with evolving personal circumstances.
Protection Planning
This service safeguards your financial future through tailored insurance solutions. We assess life, health, and income protection needs to create resilient safety nets. Our recommendations focus on affordability, coverage adequacy, and policy flexibility.
Corporate Services
We offer financial strategies for business owners, including succession planning and employee benefits. Our solutions address company growth, asset protection, and tax-efficient structures. Services are designed to support both organisational objectives and personal wealth goals.
Mortgages
Our mortgage advisory service helps clients navigate property financing options. We provide guidance on residential and buy-to-let mortgages, focusing on competitive rates and suitability. The process includes affordability assessments and lender comparisons.
People
Abbey-Gail Goddard
Director
With extensive experience in financial planning, Abbey-Gail Goddard specialises in creating tailored wealth solutions. Her client-focused approach prioritises clear communication and long-term financial security. She works closely with individuals and professionals to achieve their unique financial objectives.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, and corporate financial solutions.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, then create custom strategies aligned with your circumstances.
Do you work with sports professionals?
Yes, we provide financial planning services specifically designed for sports industry professionals.
Are you regulated by financial authorities?
We operate as an Appointed Representative of St. James's Place, regulated by the Financial Conduct Authority.
What areas do you serve?
Our primary office is in St Ives, but we serve clients across multiple locations including Stamford and Sunbury.
