Financial Advice that Grows with You
At Goodall-Smith Wealth Management Ltd, trust goes both ways. Our clients trust us to be transparent, honest, and fair - and we expect the same in return. We take immense pride not only in the quality of our advice but in the consistency and care with which we deliver it.
What sets us apart is our commitment to your evolving journey. We believe the most meaningful work we do is helping you build, protect, and enjoy your wealth through every stage of life. That’s why our relationships are built to grow with you - offering true, lifelong Wealth Planning for lasting financial confidence.
How can our Financial Advisers help?
Our Advisers bring deep expertise in Financial and Estate Planning, we support our clients with tailored advice across the following areas: Investment and Retirement Planning, Protection Planning, Inheritance Tax Planning, Philanthropy and Charitable Giving, Later Life Planning, Corporate Services, Cashflow Planning.
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Clear, expert financial advice from trusted local Advisers.
Based in Twyford, Berkshire, Goodall-Smith Wealth Management is a boutique firm offering personalised, jargon-free financial advice. Our Advisers are here to help you grow, protect, and make the most of your wealth - whatever life brings.
From investment planning and tax-efficient strategies to regular reviews and long-term support, we tailor our advice to your goals, values, and changing circumstances.
- 25 Years in Business
- £101m Wealth Managed
- 500+ Clients Helped
- 5 Awards Won including:
- South Women In Finance - Partner Practice of the Year 2024 (Newbury & Solent)
- Newbury Partner of the Year 2019
- Leading Single Practice 2021, 2022 & 2023
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
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SJP Approved 26/08/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
