GoddardFry Wealth Management Limited
GW
Financial Advisors
GoddardFry Wealth Management Limited
26 Milford St, Salisbury SP1 2AP
# GoddardFry Wealth Management Limited
GoddardFry Wealth Management is an independent financial planning firm based in Salisbury with over 30 years of combined experience in wealth management and accountancy. The business was formed through a partnership between Peter Goddard, a chartered accountant with decades of experience supporting businesses and individuals with tax and accountancy matters, and Alex Fry DipPFS, an independent financial planner.
The firm serves individuals and businesses seeking comprehensive financial guidance without the constraints of corporate structure. Their team of ten professionals, including four qualified advisers, delivers tailored wealth planning solutions that integrate tax planning, portfolio growth, tax efficiency and protection against unforeseen events.
What sets GoddardFry apart is their integrated approach. By combining accountancy expertise with independent financial advice, they analyse the entire market to identify optimal solutions for clients' circumstances. This dual capability allows them to provide strategic guidance that accounts for both personal finances and business affairs. Their independence means they're not tied to specific product providers, ensuring recommendations genuinely serve client interests.
The firm offers services spanning investments, mortgages, and equity release, positioning themselves as a one-stop solution for comprehensive financial planning. Their background in supporting businesses from startup through to multi-generational family enterprises demonstrates real-world experience in complex financial scenarios. Their emphasis on proactive planning rather than purely reactive compliance distinguishes them from transactional service providers.
GoddardFry Wealth Management is an independent financial planning firm based in Salisbury with over 30 years of combined experience in wealth management and accountancy. The business was formed through a partnership between Peter Goddard, a chartered accountant with decades of experience supporting businesses and individuals with tax and accountancy matters, and Alex Fry DipPFS, an independent financial planner.
The firm serves individuals and businesses seeking comprehensive financial guidance without the constraints of corporate structure. Their team of ten professionals, including four qualified advisers, delivers tailored wealth planning solutions that integrate tax planning, portfolio growth, tax efficiency and protection against unforeseen events.
What sets GoddardFry apart is their integrated approach. By combining accountancy expertise with independent financial advice, they analyse the entire market to identify optimal solutions for clients' circumstances. This dual capability allows them to provide strategic guidance that accounts for both personal finances and business affairs. Their independence means they're not tied to specific product providers, ensuring recommendations genuinely serve client interests.
The firm offers services spanning investments, mortgages, and equity release, positioning themselves as a one-stop solution for comprehensive financial planning. Their background in supporting businesses from startup through to multi-generational family enterprises demonstrates real-world experience in complex financial scenarios. Their emphasis on proactive planning rather than purely reactive compliance distinguishes them from transactional service providers.
Services offered
Independent financial planningInvestment portfolio managementMortgage adviceEquity release guidanceTax planning and efficiencyWealth protectionBusiness financial planningAccountancy and compliance services