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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

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.