GoddardFry is a partnership between Peter Goddard FCA FCCA, a chartered accountant with decades of experience of supporting individuals and businesses with their tax and accountancy needs and Alex Fry DipPFS, Cert CII (MP & ER) a modern, independent financial planner focused on delivering a proactive service for clients.
Peter had owned his own financial planning business, Goddard & Co Financial Services, for many years and had built up several hundred loyal clients. The newly-rebranded Goddard Fry combined Peter’s existing business with Alex’s own clients to build a truly modern advice business which can meet clients increasingly complex needs.
Since then the combined business has grown dramatically both in terms of clients, service and our team but the focus remains on delivering for clients across the South and indeed, the UK generally.
Peter founded his accountancy practice Goddard & Co in 1981 and has continued to build on their enviable reputation for providing excellent advice and first class service to their business and personal clients alike.
Providing professional accountancy services to businesses for over 30 years Goddard & Co have helped guide many clients from startup to established successful family businesses, in some cases now controlled by the second or third generation.
A proactive and forward thinking approach to planning their clients affairs in addition to the more routine Accountancy and Taxation compliance means they can make a valuable and positive input in the success of their clients. Whether you require an integrated business strategy, a back office solution, access to corporate finance or specialist tax advice Goddard & Co can help you achieve your short and long term goals.
Alex started his career in Financial Services with Friends Life in Salisbury, where he guided customers setting up insurances before moving to a product development role and started his qualifications.
Having built a base of clients and professional connections in Wiltshire, Hampshire, Bath, and London, Alex brings an active approach to delivering on each client’s objectives. Whether these require detailed investment analysis, careful product selection to take advantage of taxation rules, or modelling clients’ current financial positions to plan for the future.
Alex aims to deliver this in an increasingly accessible way with a secure online client portal for communicating, sharing documents, and valuations for clients which reduces paperwork, delays and leads to lower costs and better outcomes via efficient systems and processes.
Having designed and managed investment portfolios at two previous firms, Alex has the tools and experience to analyse existing investments and look for alternatives that balance risk and return to deliver the investment
journey you require.
Gavin is a highly experienced mortgage and protection advisor who has built up a wealth of knowledge and experience working with some of the countries largest and most highly acclaimed companies, winning awards along the way for his work ethic and 5 star client reviews. Gavin has helped clients from all walks of life achieve their home moving and re-mortgaging goals.
Knowing that that no two cases are the same he prides himself on expertly tailoring his advice and recommendation to meet the exacting needs of his clients, cutting though all of the industry jargon to translate everything into understandable language. Whether it’s purchasing a new home, re-mortgaging, capital raising, buy-to-let or insurances, Gavin can help.
Gavin and Alex have known each other for almost twenty years and and are proud to have been introducing clients to each other in more recent times. They appreciate each others skills and have trust in one another to always put their clients needs first.
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