Godfrey Wealth Management specialise in offering expert advice in a wide range of vital areas such as Retirement 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 governments new "Junior ISA" which commenced on 1st November 2011. Please call us for more information and to book your meeting to make advance plans for your little ones, or indeed your grandchildren!

Based in the beautiful village of Holmfirth in the Holme Valley, we have clients as close as Saddleworth, Huddersfield, Oldham and Halifax, further afield in Cheshire and Sheffield, but as far as the ends of the Isles!

Our corporate clients depend on us to provide tailored solutions for Shareholder Protection and Key Person Assurance.

Our aim is to give you complete confidence in your financial plans, and to help maintain them as your circumstances change. If you would like to learn more about our services please click here.

“We would be delighted to work with you and I am happy to arrange a full and complimentary financial planning review”

Ben Godfrey DipPFS
Godfrey Wealth Management Ltd

*Buy to let mortgages are not regulated by the Financial Services Authority.
**To understand the features and risks of a Lifetime Mortgage, ask for a personalised illustration.

Your home may be repossessed if you do not keep up repayments on your mortgage.