An Associate Partner Practice of St. James's Place Wealth Management

Goodley Financial Solutions Limited

Steve Goodley

DipPFS CertSMP
We will work together using your goals and objectives alongside my financial knowledge to provide you with choices to meet your future plans and aspirations.

About

My clients goals and aspirations have always been at the centre of what I do. My aim is to provide you with choices to meet your financial plans and objectives with regards to your investment planning, pension planning, mortgages, protection and inheritance tax planning. I see myself as a choice-giver so that you can be sure that your money is working for you in the way that will help you to meet these plans. We will work together to make sure that as your goals change these are discussed and added into your plans for your future with regards to your personal and/or corporate finances.

I have been working in the Financial Services industry since joining Norwich Union back in 1986. I have continued to work in Norfolk throughout my career and after leaving Aviva worked for a local Independent Financial Adviser before joining St. James's Place in October 2016. Throughout my career I have continued to learn about pensions, investments, mortgages and protection so that I can ensure I provide the most appropriate financial choices to my clients.

I have lived in Norfolk for over 50 years (so just about a local now!) and enjoy exploring the many different places in the area - from the Broads and coastline to the many local village pubs and restaurants. Along with my wife, Tracy, we are lifelong members of the National Trust and have enjoyed many a trip with our 3 sons; Liam, Daniel and Martin; to Felbrigg and Blickling Hall for Easter egg hunts and playing amongst the trees. I also enjoy playing Indoor and outdoor Bowls as well as recently taking to exploring the waterways close to where we live and work. This has also been appreciated by our beautiful Labrador cross, Gumball, who enjoys nothing more than a ball and water combination – with the odd treat to munch along the way as well.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James\'s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Steve Goodley

The Street, Acle, Norwich, Norfolk, NR13 3DY

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
He always puts my best interests first by advising me with appropriate solutions. The service and support I received was amazing and I would recommend Goodley Financial Solutions to anyone. Can't thank you both enough for everything you've done for me, so far.
Marie Moore
Steve and his team are absolutely brilliant. They have turned my life around by organising my budget, setting me up with an ISA and a pension. I understood what type of investor I am and why my credit scoring, although high, wasn't working for me. I have learnt so much and I feel Steve is as he says, a true "GP of your finances!"
Regina Savory | Psychotherapist
Having worried about what to do with my savings, I decided to call in the experts: Goodley Financial Services. Steve sorted out ISA's for my grandchildren and myself, and put the rest of my money where it would work best for me. I was consulted every step of the way. Both Steve and Tracy are approachable, knowledgeable and ready to offer advice. I would happy recommend them to anyone.
Geraldine Casimir | Retired
Just a quick note to say thank you for everything that you have done for us throughout the process of buying our first home. We could not have done it without you. The thought of what was about to be the biggest commitment of our lives we found quite daunting, but with your help and guidance it was made so much easier. We are so thankful for everything you have done for us and we will always recommend you. We are now looking forward to spending our first Christmas together in our new home.
Jazz and Jess | First-time Buyers
I've known Steve for a long while and have trusted his financial advice over the years with my pension, investments and life insurance. Steve invested his time in getting to know me and my circumstances, answering my questions clearly and simply. It gave me confidence Steve acts in my best interests, especially when I needed his help after changes to my career. I've not hesitated in recommending Steve to anyone.
Mr G Preston | Director, Norwich
For many years Steven has given us excellent and trustworthy advice based on our varying requirements. The service has always been extremely prompt and totally professional.
Whatever your financial requirements we would have no hesitation in recommending Steven to anyone.
Mr M Forrest | Norwich
I've known Steve for over 15 years and during that period he has always provided me with an excellent service and looked after my interests.
In particular he has been very good at providing professional advice and support when needed regarding mortgages, investment and pension planning. As such I fully recommend him to anyone.
Mr M Wright | Director, Norwich
Your home may be repossessed if you do not keep up repayments on your mortgage.
I have used Steve for a number of years and I am confident that he supports me to make the right decisions by giving frank and honest advice. He is professional, easy to talk to, able to cut through the jargon to help me understand each product in simple terms. He is easy to get hold of, listens to my needs, is quick to respond and I would thoroughly recommend him.
Mr D Skipper | Chief Operating Officer, Norfolk

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Goodley Financial Solutions Limited is registered in England and Wales, Number 11979392. Registered Office: The Street, Acle, Norwich, Norfolk, NR13 3DY.
Steve Goodley
Goodley Financial Solutions Limited