Goodall-Smith Wealth Management Ltd

About Goodall-Smith Wealth Management Ltd

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals. St. James's Place's carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances. 
SPECIALITIES ►Financial Planning, Wealth Management, Pensions, Tax Planning, Wealth Strategy, Financial Freedom, Estate Planning, Financial Planner Reading, Financial Adviser Reading, Twyford. Financial Planner & Financial Adviser working with clients across Berkshire, Oxfordshire and Buckinghamshire, including: Reading; Twyford; Henley-on-Thames; Marlow; Wargrave; Wokingham; Maidenhead and Newbury.