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