Goldwyns Wealth Management is a firm of Independent Financial Advisers specialising in the management of investment portfolios and pensions.
We've been helping clients to navigate complex financial markets since 1989 and from those very early days our business has evolved primarily through client recommendations.
Based in Southend-on-Sea we provide impartial, unbiased and objective independent financial advice, with a view to creating, protecting, managing and preserving our client's wealth and sense of well-being.
Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.
At Goldwyns Wealth Management our highly skilled adviser's use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our client's interests - not someone else's.
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our client's accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
Goldwyns Wealth Management Ltd
Rutland House, 90-92 Baxter Avenue,
Southend-on-Sea, Essex SS2 6HZ
Tel: 01702 353071
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Goldwyns Wealth Management Ltd, Rutland House, 90-92 Baxter Avenue, Southend-on-Sea, Essex SS2 6HZ
Tel: 01702 353071 Email: firstname.lastname@example.org
Goldwyns Wealth Management Ltd is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax or trust advice, deposit accounts, will writing or power of attorney. Registered in England & Wales number 02418296
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