He holds the Diploma for Financial Advisers (DipFA) and has extensive experience in retirement planning, helping individuals prepare for and transition into retirement with confidence. He also has significant experience supporting clients with inheritance tax mitigation as part of their wider financial planning.
Goss believes that good financial advice starts with getting to know clients as people. By taking the time to understand what matters most to each individual – whether that’s their family, lifestyle, aspirations or concerns for the future – he is able to provide clear, practical advice tailored to their personal circumstances.
The aspect of his role that Goss enjoys most is building long-term relationships with the people he advises. He finds it especially rewarding to hear clients’ stories, understand their goals and help them feel more confident and secure about their financial future, particularly as they approach and enjoy retirement.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.