Oliver Godwin
Financial Planning Consultant DipPFS in Loudwater
A little bit about Oliver
I am a Diploma-qualified Financial Planning Consultant with over 10 years of experience within Financial Services. I provide holistic financial advice, helping individual and corporate customers to build and preserve wealth through tax efficient investments, retirement planning and the provision of life and illness cover.
I take the time to fully understand a customer’s current position and future objectives, before building personalised financial plans to help them achieve their goals.
I have a honest and straightforward approach to financial planning which ensures good outcomes for my customers.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Testimonials
Kath
Oliver provided a personal and professional service. He was patient and understanding of our needs. The information he provided allowed us to make a fully informed decision about our financial investments.
Mrs Wilder
Oliver has been brilliant in helping me to find the best way to manage my finances as I near retirement. He has been approachable, asked questions to find out what I want my retirement to be like, and listened carefully. Oliver has not attempted to sell me products that I don’t need, and I feel that he has given me honest advice based on my circumstances. Oliver has explained my options clearly, without using jargon, and I thoroughly recommend him.
Location
Oliver Godwin's location
Oliver is located in Loudwater and offers expert financial advice to suit your needs.
More about me
Away from work, I spend time with my young family and love to get active – I have competed at kickboxing tournaments across the UK and regularly play football, tennis, squash and golf. I’m always keen to connect and play with new people, so please reach out!
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.