Based in Worcestershire, I provide wealth management advice to clients both within Worcestershire, the Midlands and more widely throughout Central England.
I have worked in financial services since 2012 and established the Goldby Wealth Management company in 2016. I am delighted to have seen it flourish into a thriving financial advice practice and grow through recommendations and by truly understanding and appreciating our client’s needs.
I believe that a holistic approach is essential to financial planning and Wealth Management with a strong emphasis on establishing personal and financial goals prior to engaging in any specific advice. I take pride in ensuring that I am fully aware of all the possible solutions available and have sought to obtain a broad spectrum of qualifications to enable me to practice in most areas. If I feel specialist knowledge and experience are needed, I can work with other professionals to help provide the best available solution.
I am married with 2 chidren and my wife is a General Practitioner, this has resulted in me developing a thorough knowledge of the opportunities for professionals within the Medical sector to enhance and protect their financial position. This area of special interest compliments my holistic approach to advice to provide cradle to the grave financial planning across the generations.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service. The practice is an appointed representative of St. James's Place Wealth Management and they provide us with a great deal of support and guidance which allows us greater time to spend with our clients.
Outside of business I am a reluctant runner and can often be found plodding round the country lanes between Worcester and Droitwich. I am part of the team responsible for the Worcester parkrun having joined at the beginning, seeing hundreds of people taking part in a free 5km timed run is very rewarding.