Your Future
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About

Passion. Experience. Diligence.

 

About us

We act as Independent Financial Advisers and this status brings with it a duty of care to act in the best interests of our clients.

We are members of a network of advisers, called The On-Line Partnership Limited, who use the trading name of In Partnership, which is authorised and regulated by the Financial Conduct Authority (FCA). The network gives us scale and back office systems for compliance, oversight and control to meet our clients needs. This should give you the reassurance that you are dealing with a professional firm which is part of a professional network of monitored advisers in a highly regulated environment.

Our first goal is to understand your needs, we then consider your existing provisions and if appropriate, we then seek to recommend retail investment products from the whole of market.

Decisions about your financial future are amongst the most important you will ever make. We know that having a carefully tailored and managed financial plan in place will help you achieve your goals. This will make you better prepared to deal with whatever the future holds.

 
 

Get in touch

At Goodlad & Co Ltd we know that finding the right Financial Adviser is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs and your goals.



 
 

Our Team

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Chartered Financial Planner

Neil Goodlad FPFS TEP

Neil has over 31 years in the financial services industry starting in Private Banking and moving across to the regulated advice side of the business to provide tailored and ongoing financial advice to individuals and companies. Neil strongly believes that good financial advice is the key to understanding and enjoying your financial future. Neil is a Chartered Financial Planner, a Fellow of the Personal Finance Society (FPFS) and a full member of Society Trustee and Estate Planner (TEP).

Neil has worked with his clients for many years and if you click here you will be able to see 50 of Neil’s client Vouched For reviews. You can also leave a review here. There are another 15 or so client reviews through Unbiased and Google as well all confirming that Neil always meets and exceeds client expectations. Neil’s Google client reviews can be seen here, where you can also leave a review. Neil’s client Unbiased reviews can be seen here.

A copy of his current Statement of Professional Standing can be found here confirming his active and authorised status.

Contact details

Email neil@gcifa.co.uk

Mobile 07850 122443

Office 01245 922080

Qualifications

United Kingdom

  • AF5 Financial Planning Process, CII

  • AF3 Pension Planning, CII

  • AF2 Business Financial Planning, CII

  • G20 Personal Investment Planning, CII

  • G10 Tax and Trust, CII

  • JO5 Pension Income Options, CII

  • JO4 Pension Funding Options, CII

  • R02 Investment Principles and Risk, CII

  • IMC Investment Management Certificate, CFA

  • SV1 Savings and Investments, CII

  • CeMAP Certificate in Mortgage Advice and Practice, CII

  • CF7 Lifetime Mortgages, CII

  • HR1 Home Reversion Plans, CII

  • CF8 Long Term Care, CII

  • CF9 Pension Simplification, CII

  • GR1 Group Risk, CII

  • IAC Investment Advice Certificate, CISI

  • Level 2 Certificate in Bookkeeping, ICB

Ireland

  • STEP Certificate in Estates and Trusts, Law Society of Ireland

  • QFA Professional Diploma in Financial Advice, LIA

Offshore/Crossborder

  • STEP Diploma in International Trust Management - Distinction

 
 
 

Client ASSistant

Marcella

Marcella has worked as a nurse in Ireland and a nurse consultant in Harley Street, London. Marcella’s role is to help our clients and help Neil to provide the service and advice that our clients need.

Email marcella@gcifa.co.uk

Office 01245 922080