At GoddardFry Wealth Management, our unwavering commitment has always been to provide you with the highest level of personalized financial advice and support. Over the years, Alex and Peter have poured their hearts and considerable efforts into modernising and growing our business, always with your best interests in mind.
Through this journey, we’ve observed an evolving landscape for smaller wealth management firms like ours. The increasing complexity of regulations and rising operational costs present growing challenges year after year. Recognizing this shift, Alex and Peter have proactively sought a strategic path forward that will not only secure the long-term future of our service but also significantly enhance the value we deliver to you.
We are delighted to share that we will be working with AFH Group, a well-established and highly respected national financial planning and investment management firm. This is a truly exciting development that will allow us to leverage the significant economies of scale that a larger organisation offers.
By joining forces with AFH, we will be able to streamline essential but non-client-facing functions such as HR, compliance, and regulatory matters. This will free up more of our time and resources to focus on what truly matters: providing you with even more dedicated attention, deeper expertise, and a wider range of innovative solutions to help you achieve your financial goals.
While we will sadly see the GoddardFry brand disappear, the benefits of this partnership are substantial. You will gain access to a broader pool of knowledge, enhanced research capabilities, and an even more robust infrastructure designed to support your financial well-being.
We understand that you may have questions about what this means for you, and we are committed to discussing this transition with each of you individually in the coming weeks.
Further information about your options and rights
However, we want to assure you that the charges that you pay on your policies via GoddardFry will remain broadly the same, or actually decrease, under AFH. Our assessment of their investment portfolios is also very promising. We firmly believe that this arrangement will ultimately work out brilliantly for everyone involved, providing you with an even stronger and more resourced partner in your financial journey without losing the personal connection to your adviser.
We are genuinely enthusiastic about this next chapter and the enhanced opportunities it will bring for us to serve you even better. Thank you for your continued trust and partnership with GoddardFry Wealth Management. We look forward to speaking with you soon.
Sincerely,
Alex, Peter & the Team at
GoddardFry Wealth Management