Business Details
Independent Financial Advisers in Croydon
Goddard Perry Consulting is a Croydon-based firm of independent financial advisers and employee benefit consultants dedicated to providing impartial financial planning advice and business solutions. Our primary commitment is to our clients, whether individuals or corporate entities, ensuring their financial needs are met with expertise and integrity. Since our establishment, we have prioritised transparency, reliability, and tailored service, helping clients navigate complex financial decisions with confidence. Our team of experienced advisers specialises in wealth planning, pensions, investments, and employee benefits, offering comprehensive solutions for clients at all life stages.We utilise advanced financial planning tools to visualise future scenarios, enabling informed decision-making. For corporate clients, we design holistic employee benefit programmes that align with workplace culture and strategic goals. Our transparent fee structure and dedication to continuous market research ensure clients receive optimal solutions. Recognised by the Financial Conduct Authority, we uphold rigorous professional standards, fostering long-term client relationships built on trust and mutual understanding. Our approach combines technical expertise with a personal touch, making financial planning accessible and engaging for all clients.
Services
Financial Planning
Pension Advice
Investment Management
Employee Benefits
Wealth Protection
Retirement Planning
Business Solutions
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority, ensuring compliance with rigorous standards.
- Our advisers have decades of combined experience in financial planning and employee benefits.
- We provide transparent fee structures and market-leading due diligence on financial products.
- Our holistic approach to employee benefits integrates financial wellbeing with workplace culture.
- We offer tailored financial blueprints that adapt to clients' changing life circumstances.
Associations and certifications
- Financial Conduct Authority
What people say
Exemplary work
Very professional
Transparent undertaking
Highest regard
No hesitation recommending
Services
Financial Planning
Our financial planning service creates customised strategies to meet long-term goals, covering pensions, investments, and estate planning. We assess individual circumstances to build adaptable financial blueprints. Clients benefit from ongoing reviews in a dynamic economic environment.
Employee Benefits
We design comprehensive employee benefit packages, including pensions and health insurance, aligned with corporate culture. Our holistic approach enhances workforce wellbeing while optimising employer costs. Regular market reviews ensure competitive, future-proof solutions.
Pension Advice
Specialist guidance on pension consolidation, tax efficiency, and income strategies for retirement. We evaluate personal and corporate pension schemes to maximise returns. Transparent explanations empower clients to make informed decisions about their financial future.
Investment Management
Tailored investment strategies balancing risk and growth potential across diverse asset classes. We monitor portfolios continuously, adjusting to market changes and client objectives. Our approach prioritises long-term capital preservation and tax-efficient returns.
Business Solutions
We advise company directors on wealth accumulation, succession planning, and tax-efficient structures. Services include shareholder protection and business exit strategies. Our expertise ensures alignment between personal financial goals and corporate objectives.
People
Sarah Woodfield
Financial Adviser
Experienced financial adviser specialising in pension management and retirement planning, known for clear communication and client-focused solutions.
Marion Farlow
Financial Adviser
Skilled in guiding clients through complex financial decisions with a focus on transparency and long-term security.
Vicki
Employee Benefits Account Manager
Manages workplace benefits programmes, delivering tailored solutions that enhance employee engagement and employer value.
Hayley
Employee Benefits Specialist
Supports corporate clients in designing and implementing flexible benefits packages aligned with organisational goals.
Questions
What financial services do you offer?
We provide financial planning, pension advice, investment management, and employee benefits consultancy for individuals and businesses.
Are you regulated by the Financial Conduct Authority?
Yes, Goddard Perry Consulting is authorised and regulated by the Financial Conduct Authority (reference 125376).
How do you tailor financial plans to individual needs?
We conduct detailed assessments of clients' goals and circumstances, creating adaptable financial blueprints reviewed regularly.
What areas do you cover?
Based in Croydon, we serve clients nationwide across the UK for both personal and corporate financial needs.
