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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.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

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.

Mortgage

First time buyers, remortgages, buy-to-let.

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.

Shelly

Oliver came to my house last week to discuss financial matters, and I immediately found him to be very personable, of a calm and friendly nature, and felt at ease discussing my finances and life circumstances with him. As it turned out I need an accountant rather than a financial planner at this time, and Oliver was kind enough to give me the name of an accountant that he trusts. When I am in a position to decide on what to do with my finances for long term planning, I would have no hesitation in contacting Oliver again.

Louise

I needed some advice re pensions verses savings and Oliver was able to give me clear advice which was easily understandable. I am grateful for that advice.

Location

Oliver Godwin's location

  • Loudwater
    High Wycombe
    HP11
    United Kingdom
Oliver Godwin's location

Oliver is located in Loudwater and offers expert financial advice to suit your needs.

Oliver Godwin's location

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.