About us

Godfrey Wealth Management specialise in offering expert advice in a wide range of vital areas such as Pension and Investment Planning, Inheritance Tax provision, Business Strategy and Protection.

In addition, Mortgages are a popular request from our clients. We pride ourselves on the provision of a memorable client experience; one that results in most new business coming to us via referral from our existing clients. We provide advice in the highly specialised areas of Buy to Let*, Self Build, and also Equity Release, which includes Lifetime Mortgages and Home Reversion plans.**

As part of our committment to help our clients plan for their children's future, we are proud to offer the "Junior ISA". Please call us for more information and to book your meeting to make advance plans for your little ones, or indeed your grandchildren! Please note, a JISA con only be opened by a parent or legal guardian however once opened, anyone can pay into it.

Your home or other property 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 selected and may fall as well as rise. You may get back less than the amount invested.

The favourable tax treatment given to the Junior ISA may not be maintained in the future as they are subject to changes in legislation.

*Some Buy to let mortgages are not regulated by the Financial Conduct Authority. **To understand the features and risks of a Lifetime Mortgage or home reversion plan, ask for a personalised illustration.