Goddard Perry Consulting Limited
Goddard Perry Consulting is a firm of independent financial advisers specialising in providing financial planning advice and business solutions.
Goddard Perry Consulting is a firm of independent financial advisers specialising in providing financial planning advice and business solutions that include, but are not limited to:
- Wealth Planning
- Comprehensive pensions and investment advice
- Personal insurance
- Retirement Income Planning
- Estate and succession planning
- Long-term care planning
- Business Protection
- Directors’ Share Protection
- Mortgage Advice
- Market reviews
- Auto Enrolment consultancy
- Workplace financial education
- Flexible Benefit implementations
- Actuarial and administration services
Accreditations
Financial Conduct Authority
Checked on
16.04.2024
FCA
Insurances
PIB PII
Awaiting Confirmation of PII
Our Advisers
Kate Wooding
I am the Business Development Manager at Goddard Perry Consulting Ltd and manage the team of advisers.
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
We have a team of seven Independent Financial Planners who can help you with your wealth planning or financial advice that you need.
Jason Samuels
Jason’s interest in finance started in the banking sector in 2003. Since then, he has developed his career working for wealth management firms advising to both personal and corporate clients before joining Goddard Perry Consulting in December 2020 as a Senior Consultant.
Jason specialises in offering comprehensive, holistic advice in pensions and investment planning. He has obtained the Diploma in Financial planning alongside certificates in equity release, later life planning and has advice experience in the estate planning sector. Jason is currently working towards achieving Chartered Adviser status.
Outside work, Jason is very much involved in audio sound engineering and studio design, he also enjoys keeping fit and spending time with family and friends.
Dean Clifford
Dean has been in financial services for over 25 years. In the early days he was an insurance adviser with Co-operative Insurance which gave an excellent grounding in client services running his own agency before progressing to area manager and then becoming an Independent Financial Adviser (IFA) 13 years ago.
Being an IFA has allowed him to offer his clients the full spectrum of financial services whether it is a mortgage for a first-time buyer, to someone needing retirement planning guidance. He has also been helping people seeking advice through the Government Pension Wise programme, which operates out of my local Citizens Advice Bureau. This is a voluntary service, which he has found very rewarding.
When not working, he enjoys an active social life, which primarily revolves around a local scooter club. He runs the club with a friend, with over 20 members that regularly meet up for a ride-out with other ...
Joshua Spence
Joshua has worked in financial services since graduating in 2017 and has since established himself as a qualified financial advisor.
He has achieved the diploma in regulated financial planning and is now working towards chartered status. Joshua thrives when working with business owners and individuals to create holistic financial plans to achieve their goals.
Joshua specialises in pensions, investments and insurance and enjoys building long term relationships with his clients.
Outside of Goddard Perry he enjoys travelling abroad and keeping fit with regular football and gym.
Tony Hoare
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken independent financial advice in the past. Finances often take a low priority for many people because they are complex, but at Goddard Perry Consulting our clients appreciate our ability to make the financial advice process both simple and enjoyable.
Based in Croydon, we provide financial advice to individuals at all stages of their financial planning journey. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Goddard Perry Consulting are able to help, wherever you are located in the UK.
We want our clients to trust us with their financial affairs by building up lasting relationships with them through support and understanding.
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Kate Wooding
Adviser contact details
- 020 8603 3700