Goldsmith Invest

Specialists in private wealth management

Personal wealth management & financial planning services

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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.

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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.

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Free eBooks written by Hannah Goldsmith

eBook

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.

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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.

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9 Rules 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.

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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.

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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