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GOLDSMITH INVEST


SPECIALISTS IN PRIVATE WEALTH MANAGEMENT


PERSONAL WEALTH MANAGEMENT & FINANCIAL PLANNING SERVICES

Get a Second Opinion Contact us


AS SPECIALISTS IN WEALTH MANAGEMENT, GOLDSMITH INVEST PROVIDE INVESTMENT
MANAGEMENT SERVICES TO INDIVIDUAL INVESTORS AND TRUSTEES; WORKING TO MEET OUR
CLIENT’S INDIVIDUAL FINANCIAL OBJECTIVES WITH A HIGH QUALITY SERVICE.

We follow an evidence based investment philosophy, supported by robust studies
over many decades by Nobel Prize winning laureates. Our portfolios are based on
a Global Market Capitalisation basis, using a blend of active management buy and
hold strategies and retail passive indexed funds.

What we do


GET A SECOND OPINION ON YOUR CURRENT PORTFOLIO WITH A SECOND OPINION REPORT

Are you paying too much in industry fees? Do you know the impact this could be
having on your portfolio?

Our Free Second Opinion Report is designed to help you get a better
understanding of the real potential of your current portfolio.

Get a free report


FREE EBOOKS WRITTEN BY HANNAH GOLDSMITH

Free eBook


UNLOCK YOUR PENSION POTENTIAL



The financial decisions you make today will affect your future lifestyle. In
this free eBook, renowned Independent Financial Advisor Hannah Goldsmith
explores how you can retire faster by making a handful of careful investment
decisions.

Get your eBook

Free eBook


9 RULES TO MAXIMISE YOUR RETIREMENT



The financial decisions you have made in the past have brought you to this
point; any investment decisions you make now will affect your future. Learn how
to maximise your retirement and bolster your pension with expert financial
advisor Hannah Goldsmith’s 9 simple rules of investment.

Get your eBook



GET A SECOND OPINION ON YOUR CURRENT PORTFOLIO WITH A SECOND OPINION REPORT

Are you paying too much in industry fees? Do you know the impact this could be
having on your portfolio?

Our Free Second Opinion Report is designed to help you get a better
understanding of the real potential of your current portfolio.

Get a free report


CONTACT US TODAY TO DISCUSS YOUR FINANCIAL INVESTMENT

To discuss your current portfolio, request a free Second Opinion report, or talk
to us about new investment opportunities, please contact us today.

Contact us

Cards on the table time. I have a strong dislike for British financial services
companies. Ever since the Equitable Life debacle I’ve viewed them all with huge
scepticism. Recent experience has proved that nothing much has changed and that
the entire industry is a self-serving shambles. Fortunately my point of view is
supported by the author of this book. My dilemma is this: How do I make plans
for my retirement without having to resort to a large financial services company
that’s going to screw me for every £ I want to put aside for a rainy day?

To my delight, this book appears to understand my predicament. Not only am I
understood, I’m catered for. Marvellous. I’m used to financial and investment
texts being dry, boring and full of caveats. None of that appears in this book.
It speaks in a language I can understand and it deals with things from my
perspective. It seems to help that the author is almost as anti the financial
establishment as I am.

As I skimmed through the book initially I found myself stopping for the little
exercises – actually completing them – and then quietly realising that I had
learned something not just new but extremely useful. I don’t think you can
expect to get all the answers in a book of this size, but it certainly gives me
the confidence and a basic understanding to take some steps towards getting this
important life skill right.

Book Review

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Goldsmith Invest, Harwell Innovation Centre, 173 Curie Avenue, Harwell, OX11 0QG

Email: info@goldsmithfs.co.uk
Tel: 01235 375 595

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Goldsmith Invest is a trading style of Goldsmith Financial Solutions who are
Authorised and Regulated by The Financial Conduct Authority and is entered on
the Financial Services Register (https://register.fca.org.uk) under firm
reference number 506317.
Registered office: Harwell Innovation Centre, 173 Curie Avenue, Harwell,
Oxfordshire, OX11 0QG. Tel: 01235 375595
This site is for UK residents only.