About Perspective (Gould Financial Planning) Ltd
Gould Financial Planning were founded in March 2001 by the partners of Kilsby & Williams LLP, a firm of Chartered Accountants and experienced financial advisors, Simon Gould and Andy Gait.
In March 2023, Gould Financial Planning took the decision to become part of Perspective Financial Group Ltd. By joining our group, the business is now part of a larger organisation, with even greater resources, and shared ethos, ethics and a client focused approach. In July 2024 we welcomed clients of Clifton Nash Financial Planners.
Based in Cardiff, Perspective (Gould Financial Planning) Ltd provides financial advice and wealth management in Cardiff and surrounding areas. So, if you are looking for a trusted financial advisor in Cardiff, our team of specialists are here to support you.
Our Financial Planning Services
At Perspective (Gould Financial Planning) Ltd, we specialise in both personal and business financial planning at Perspective (Gould Financial Planning) Ltd.
Our personal financial advisors in Cardiff provide a wide range of financial services, from retirement planning to intergenerational estate and inheritance tax planning. For our corporate clients, our financial planners offer advice on protecting your business, recruitment and retention, and workplace pensions.
Why Choose Us?
As Perspective (Gould Financial Planning) Ltd clients always come first. We invest in and utilise the latest technology in order to enhance our service and efficiency. We also invest in our people to always deliver the highest levels of client service and administration.
Wanting help with your wealth management in Cardiff? Get in touch with our financial advisors today to find out how they can support you.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning and automatic enrolment.
The Financial Conduct Authority does not regulate taxation and trust advice.
