Gold Wealth Management is a family business, built on strong family values, based in London and the South. We provide a wide range of expertise and knowledge to help our clients fulfill their financial aims and aspirations, as well as offering ‘peace of mind’ for the future. We offer a seamless service of distinct quality, professionalism and expertise, covering varying aspects of wealth management; all provided with the support of St. James's Place Wealth Management.
It is our philosophy to build and maintain strong and long-lasting relationships with our clients, providing them with a source of trusted advice as their specific financial needs evolve over the years, or in the event of unexpected circumstances.
The comprehensive advice service we offer covers:
• Helping to preserve and build capital
• Facilitating mortgage solutions
• Gaining financial protection against risk
• Planning for a successful retirement
• Helping to reduce Inheritance Tax Liability
• Later Life Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select 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. The value of any tax relief depends on individual circumstances.
Gold Wealth Management Advisers Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 05/09/2024
Company Details
- Employees
- 2
- Founded
- -
- Address
- 30 Lombard Street, London,united Kingdom Ec3v 9bq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Advice, Wealth Management, Financial Planning, Client Relationships, Investments, Pensions, Protection, Mortgages, Tax Advice, Responsible Investing.
- HQ
- London, United Kingdom
Gold Wealth Management Questions
Gold Wealth Management's website is http://www.goldwealthmanagement.co.uk
Gold Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/goldwealthmanagement
Gold Wealth Management has
2 employees.
View email and phone details for 2
employees at Gold Wealth Management.
Gold Wealth Management's industry is
Financial Services
Gold Wealth Management's top competitors are
Amanah Wealth Management Llp,
Jps Wealth Management Ltd,
Vs Wealth Management Ltd,
Beck Wealth Management Ltd,
Huke Wealth Management Ltd,
Castell Wealth Management,
Cambria Wealth Management,
Davis-Skeggs Wealth Management,
Dunne Wealth Management,
Awf Wealth Management.
Gold Wealth Management's categories are Financial Services
Gold Wealth Management's founding year is 2006
