We are committed to putting our clients at the heart of everything we do and to providing the best possible service. We're here to help you identify your financial objectives and guide you with jargon-free financial advice, both now and in the future. We will help you to achieve your financial goals by working with you to develop a practical plan that puts you in control of your financial future. Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward.
Services
The team at Golden Gate Financial Planning & Wealth Management has many years' experience providing practical financial planning advice to people, families and businesses in Wiltshire and the surrounding area. We provide advice across a wide range of services including investments, savings, retirement planning and inheritance tax & estate planning.
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different 'tools' used to save for retirement, the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you.
From childhood, most of us are told to put away money to save for the future - perhaps for something special; or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt. People's aims are broadly the same; to provide for future needs, and to protect ourselves against unexpected expenditure, events and inflation.
It's no secret that the UK population is ageing. The Office for National Statistics (ONS) projects that more than 24% of people living in the UK will be aged 65 or older by 2042, up from 18% in 20161. Together with an ageing population, changes in legislation and increasing care costs, it's more important than ever to consider planning for long-term care to protect yourself and your family.
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