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Perspective (Gould Financial Planning) Ltd

About Perspective (Gould Financial Planning) Ltd

Gould Financial Planning were founded in March 2001 by the partners of Kilsby & Williams LLP, a firm of Chartered Accountants and experienced financial advisors, Simon Gould and Andy Gait.

In March 2023, Gould Financial Planning took the decision to become part of Perspective Financial Group Ltd. By joining our group, the business is now part of a larger organisation, with even greater resources, and shared ethos, ethics and a client focused approach.

Based in Cardiff, Perspective (Gould Financial Planning) Ltd provides financial advice and wealth management in Cardiff and surrounding areas. So, if you are looking for a trusted financial advisor in Cardiff, our team of specialists are here to support you.

Our Financial Planning Services

At Perspective (Gould Financial Planning) Ltd, we specialise in both personal and business financial planning at Perspective (Gould Financial Planning) Ltd.

Our personal financial advisors in Cardiff provide a wide range of financial services, from retirement planning to intergenerational estate and inheritance tax planning. For our corporate clients, our financial planners offer advice on protecting your businessrecruitment and retention, and workplace pensions.

Why Choose Us?

As Perspective (Gould Financial Planning) Ltd clients always come first. We invest in and utilise the latest technology in order to enhance our service and efficiency. We also invest in our people to always deliver the highest levels of client service and administration.

Wanting help with your wealth management in Cardiff? Get in touch with our financial advisors today to find out how they can support you.


The Financial Conduct Authority does not regulate some aspects of corporate financial planning and automatic enrolment.

The Financial Conduct Authority does not regulate taxation and trust advice.


Perspective (Gould Financial Planning) Ltd

Cardiff Office
Quest House
St Mellons Business Park
Fortran Road

Telephone: 02922 52 53 54

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Chartered Financial Planners logo

Perspective (Gould Financial Planning) Ltd, Registered in England and Wales No 7257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Gould Financial Planning) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Gould Financial Planning) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123