1
Choosing the right insurance plan for your loved ones
2
Planning out your estate so that inheritance tax is minimised
The financial support
you didn’t know you needed
When you’re running a business and taking care of a hundred and one little things, looking after your own financial health often takes a backseat. At Golding Accountancy, we’re proud to offer you our trusted advice on life insurance, inheritance tax, and pension plans to ensure you’re personally supported too.
Why is personal financial support necessary, you ask? Entrepreneurs are always busy looking after their businesses – and in the process, their personal needs often go on the back burner. We’re known for our tailored and confidential advice geared towards your goals, whether large or small.
All our clients trust us to have their back, and so can you. We can help you with personal financial decisions, such as:
3
Finding the right mortgage provider and handling the paperwork
4
Planning a pension fund and securing a comfortable retirement for yourself
But we don’t do this
on our own
We’ve partnered with local legends Mistry & Sons, who are experts in the most critical financial planning and who we trust to take care of you with integrity and professionalism. Here’s how it works:
- We’ll contact you for a no-obligation conversation to see how we can help you plan for a secure future.
- Golding Accountancy and Mistry & Sons will discuss the elements of your financial planning to ensure you’re getting the best support. Information is passed between us as efficiently and securely as possible.
- There are no set fees, as it depends on the complexity and amounts borrowed or invested.
Protecting your future doesn’t have to be overwhelming. Take off your business owner hat, and think of your personal financial planning. Get in touch with us.
What our
financial planning services cover
No two people’s circumstances are the same. Getting expert advice on your circumstances is vital for seeing your life through the way you want. Here’s what our personal financial planning service from Mistry and Sons traditionally includes:
- Mortgage - Gain access to a range of providers and offload the stress the paperwork
- Life insurance - Be reassured your loved ones will be taken care of if you’re no longer able to provide
- Pension planning - Secure a comfortable retirement for yourself and your family in line with your business goals
- Your estate - Find out the best way to manage your assets now to save your loved ones from an inheritance tax bill in the future
What our
Golding Financial provide their services via Mistry & Sons Ltd
Frequently Asked Questions
(FAQs)
1. What are the benefits of personal financial planning?
Personal finance planning can help you increase your savings by setting financial goals and creating a budget to reach them. You can enjoy a better standard of living by making informed decisions about your money, such as investing in experiences or saving for retirement. A financial plan helps you prepare for emergencies, such as unexpected medical expenses or job loss, by setting aside an emergency fund. Finally, it can give you peace of mind by helping you feel more in control of your financial future.
2. Does getting a financial planning advisor in the UK help?
Hiring a financial planning advisor can be beneficial in helping you create and manage a financial plan. They can help you assess your current financial situation, set financial goals, and create a plan to achieve those goals. However, it is crucial to choose a financial planning advisor who is qualified and experienced and to consider the fees they charge for their services carefully. Speak to Golding Accountancy if you want to know more about it.
Why Choose
Golding Accountancy
From the fundamentals to the most complex queries, we’ve got your back on all things accounting and taxation. Our accounting services in the UK are the real deal!
No BS, never
We keep it real and tell it like it is – no fancy jargon or beating around the bush – just honest advice.
Tech-forward, always
We use the latest and best technology, so you know your tax liabilities in advance and can take action asap.
Approachable, always
Need help? Just give us a call! It’s free, and we’re happy to assist with any business struggles.
Vision in mind, always
We don’t rush into anything; instead, we take time for a soothing cup of tea and honest chats with you about your biz. Be steady.
In stress, never?
We’ve got all your bookkeeping, VAT, payroll, Self Assessment, and cash flow needs covered. Delegate the work to us and relax.
The kind of people
We work with
We’ll help anyone who’s excited about their craft, committed to their passion, and interested in getting to the heart of the financial matter. Our USP lies in our ability to provide top level tax advice to business in a wide range of sectors and backgrounds. And we deliver brilliant results.
Proof we are not
bull*****ing!
Our wide-ranging
tech stack
We work on the top software and applications in the industry, delivering to you the very best possible.
Fancy a cuppa
with us?
Get in touch with Golding Accountancy for guidance on the ins and outs of accounting, taxation and financial management? Let’s hang out and chat about it – it’s on us!
PS: We love biscuits.
Or, email us at info@wearegolding.com
Or, email us at info@wearegolding.com
