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 to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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.