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Our Approach

At Goddard Perry Consulting, we make sure we take time to understand your needs, goals and preferences before we make any recommendations.

Our Approach

At Goddard Perry Consulting, we make sure we take time to understand your needs, goals and preferences before we make any recommendations.

We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We work closely with other professionals, such as accountants, solicitors and specialist general insurance brokers, to deliver a seamless service to you.

Goddard Perry Consulting’s six-step advice process:

You as the Private Client

  • Initial meeting and review – identifying your needs and objectives by understanding your current financial circumstances and your future aspirations
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation
  • Recommendation – developing a strategic plan
  • Implementation – reaching an agreement on how and when the plan will be implemented
  • Ongoing service and relationship – regularly monitoring your progress

We’d like to meet you

If you would like to come and see Goddard Perry Consulting to discuss your individual or corporate financial planning requirements, please telephone 020 8603 3700 or email: contact@goddardperry.com.

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