Working in Partnership
Why Partner with GoddardFry
- Over 50 years of relevant experience
- Modern approach to financial planning
- Client focused
- Cutting edge research and support systems
Our team has over 50 years experience of working in tax and financial services, and we combine our experience with a modern approach to planning, utilising best-of-breed digital systems.
Tailoring Services to clients needs
Taking an ethical approach is important to us, whether this is raising potential risks with clients as well as helping clients invest in a socially responsible way. Ethical investing was once a niche service associated with lower returns, but today that is not the case, as responsible investments are now top performers.
Ultimately, it takes a partnership to deliver the outcomes our clients want to see, working together, sharing information and educating each other as we plan and build towards the future.
We often work hand in hand with professionals like accountants and solicitors where our expertise overlaps, so where clients perhaps do not know where to go for a particular need, we will and can put them in touch with the right people. If you would like to combine accountancy and planning services then please do mention this when you get in touch.
Investment returns can never be guaranteed but past experience teaches us that this is an area where our skills can have a dramatic impact
|4% Gross PA
|6% Gross PA
|Personal Allowance Savings
|Dividend nil Rate
|Capital Gains Tax Allowance
Outside of the industry most people are not aware, but if your assets are structured correctly, you could receive an income of over £20,570 p.a. tax free (for tax year 2023-24).
With more and more UK residents falling foul of higher rates and additional taxes and the impact this can have on your allowances, we can work with you to mitigate this where possible.
For some people this scenario is not practically possible, but it highlights the scope for tax efficiencies for most clients.